+855.0%
EXPE vs TECH
+592.0%
+263.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -9.5% | +0.1% | -9.6% | -9.6% |
| 30D | -6.6% | +0.7% | -7.3% | -6.9% |
| 3M | +31.4% | +36.3% | -5.0% | +13.3% |
| 6M | +35.2% | +25.6% | +9.6% | +18.6% |
| YTD | +5.8% | +23.7% | -17.9% | -6.8% |
| 1Y | +38.7% | +37.6% | +1.0% | +14.9% |
| 3Y | +175.8% | -6.6% | +182.4% | +157.0% |
| 5Y | +111.8% | -42.2% | +154.1% | +141.1% |
| 10Y | +179.7% | +187.6% | -7.9% | +35.1% |
| All | +855.0% | +592.0% | +263.0% | +196.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling