+726.5%
IWD vs TECH
+870.9%
-144.4%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +0.6% | +0.7% | -0.1% | +0.4% |
| 3M | +7.2% | +36.3% | -29.1% | -0.4% |
| 6M | +16.2% | +25.6% | -9.4% | +8.7% |
| YTD | +23.3% | +23.7% | -0.4% | +15.4% |
| 1Y | +29.6% | +37.6% | -8.1% | +17.6% |
| 3Y | +70.5% | -6.6% | +77.0% | +64.2% |
| 5Y | +73.5% | -42.2% | +115.7% | +82.9% |
| 10Y | +198.3% | +187.6% | +10.7% | +113.3% |
| All | +726.5% | +870.9% | -144.4% | +345.6% |
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