+39.5%
EXPE vs TECH
-40.1%
+79.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.0% | -4.9% |
| 7D | -9.3% | +0.2% | -9.5% | -9.4% |
| 30D | +0.1% | +0.3% | -0.2% | 0.0% |
| 3M | -15.3% | +1.3% | -16.7% | -15.7% |
| 6M | +5.5% | +54.0% | -48.5% | -10.9% |
| YTD | -8.0% | +24.3% | -32.3% | -17.1% |
| 1Y | +18.9% | +25.8% | -6.9% | +6.5% |
| 3Y | +135.5% | +26.0% | +109.6% | +92.6% |
| All | +39.5% | -40.1% | +79.6% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling