+22.2%
LQD vs TECH
+189.9%
-167.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.1% | -0.4% | -0.7% | -1.1% |
| 30D | -1.3% | 0.0% | -1.2% | -1.3% |
| 3M | -3.2% | +33.7% | -36.9% | -5.0% |
| 6M | -2.1% | +34.9% | -37.0% | -4.2% |
| YTD | -2.4% | +23.2% | -25.5% | -4.0% |
| 1Y | -2.7% | +36.3% | -39.0% | -5.1% |
| 3Y | +14.2% | +2.3% | +11.9% | +12.3% |
| 5Y | -5.8% | -42.9% | +37.1% | -5.1% |
| All | +22.2% | +189.9% | -167.8% | +18.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling