-2.8%
EXPE vs TECH
+21.0%
-23.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -6.1% | +0.5% | -6.6% | -6.2% |
| 3M | -21.3% | +1.1% | -22.4% | -21.5% |
| 6M | +19.0% | +62.8% | -43.8% | +2.1% |
| YTD | -8.4% | +24.5% | -32.9% | -16.6% |
| 1Y | -2.8% | +20.6% | -23.4% | -9.8% |
| All | -2.8% | +21.0% | -23.8% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling