+728.9%
IWD vs TECH
+875.6%
-146.7%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -0.5% | +0.2% | -0.6% | -0.5% |
| 30D | +2.7% | +0.3% | +2.3% | +2.6% |
| 3M | +0.9% | +1.3% | -0.4% | +0.6% |
| 6M | +10.5% | +54.0% | -43.4% | -0.4% |
| YTD | +23.7% | +24.3% | -0.6% | +15.6% |
| 1Y | +28.7% | +25.8% | +2.9% | +19.8% |
| 3Y | +79.7% | +26.0% | +53.7% | +61.8% |
| 5Y | +69.7% | -40.1% | +109.8% | +77.7% |
| 10Y | +211.4% | +210.6% | +0.8% | +119.2% |
| All | +728.9% | +875.6% | -146.7% | +346.5% |
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