+69.6%
IWM vs TECH
+29.6%
+40.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +2.3% | +0.5% | +1.7% | +2.1% |
| 3M | -8.3% | +1.1% | -9.4% | -8.6% |
| 6M | -1.3% | +62.8% | -64.2% | -13.4% |
| YTD | +13.5% | +24.5% | -10.9% | +5.4% |
| 1Y | +18.4% | +20.6% | -2.2% | +10.8% |
| 3Y | +69.6% | +29.5% | +40.1% | +43.8% |
| All | +69.6% | +29.6% | +40.0% | +43.8% |
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