+64.2%
IWM vs TECH
+25.9%
+38.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | -1.5% | +0.3% | -1.8% | -1.5% |
| 3M | -8.0% | +1.3% | -9.3% | -8.3% |
| 6M | -4.1% | +54.0% | -58.1% | -14.9% |
| YTD | +11.9% | +24.3% | -12.4% | +3.9% |
| 1Y | +15.0% | +25.8% | -10.8% | +6.2% |
| 3Y | +64.2% | +26.0% | +38.2% | +40.5% |
| All | +64.2% | +25.9% | +38.3% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling