-1.4%
LQD vs TECH
+34.3%
-35.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | +2.5% | +0.3% | +2.1% | +2.5% |
| 3M | -1.5% | +1.0% | -2.6% | -1.6% |
| 6M | -2.1% | +28.6% | -30.7% | -2.7% |
| YTD | -2.0% | +24.1% | -26.1% | -3.2% |
| 1Y | -1.4% | +21.9% | -23.3% | -2.5% |
| All | -1.4% | +34.3% | -35.7% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling