+745.6%
IWD vs TECH
+876.3%
-130.7%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +1.3% | +0.2% | +1.0% | +1.2% |
| 30D | +3.6% | +0.5% | +3.1% | +3.5% |
| 3M | +2.3% | +0.9% | +1.5% | +2.1% |
| 6M | +13.0% | +51.0% | -38.0% | +2.4% |
| YTD | +26.2% | +24.4% | +1.8% | +17.9% |
| 1Y | +30.5% | +27.6% | +2.9% | +21.0% |
| 3Y | +86.2% | +29.9% | +56.3% | +66.5% |
| 5Y | +72.9% | -40.6% | +113.5% | +81.4% |
| 10Y | +205.0% | +196.7% | +8.3% | +116.8% |
| All | +745.6% | +876.3% | -130.7% | +355.4% |
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 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