-2.4%
IEF vs TECH
+34.5%
-36.9%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.8% |
| 7D | -1.2% | -0.5% | -0.7% | -1.2% |
| 30D | -1.5% | 0.0% | -1.5% | -1.5% |
| 3M | -1.7% | +37.4% | -39.1% | -2.2% |
| 6M | -3.5% | +36.9% | -40.4% | -4.1% |
| YTD | -2.6% | +23.1% | -25.7% | -3.3% |
| 1Y | -2.4% | +42.2% | -44.6% | -3.4% |
| All | -2.4% | +34.5% | -36.9% | -3.4% |
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