+66.4%
IWM vs TECH
-2.1%
+68.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -1.3% | +0.7% | -2.0% | -1.4% |
| 3M | +1.6% | +36.3% | -34.7% | -6.7% |
| 6M | +13.6% | +25.6% | -12.0% | +5.4% |
| YTD | +20.8% | +23.7% | -2.9% | +12.1% |
| 1Y | +26.4% | +37.6% | -11.2% | +12.6% |
| All | +66.4% | -2.1% | +68.5% | +59.5% |
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