+12,981.4%
TDG vs TECH
+485.5%
+12,495.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -6.5% | +0.1% | -6.7% | -6.6% |
| 3M | -5.1% | +37.5% | -42.6% | -15.5% |
| 6M | -11.5% | +34.6% | -46.1% | -22.0% |
| YTD | -13.9% | +23.5% | -37.4% | -22.2% |
| 1Y | -11.5% | +34.4% | -45.8% | -23.1% |
| 3Y | +53.7% | +2.3% | +51.4% | +39.3% |
| 5Y | +135.5% | -41.7% | +177.2% | +159.8% |
| 10Y | +535.2% | +177.6% | +357.5% | +238.9% |
| All | +12,981.4% | +485.5% | +12,495.9% | +4,862.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling