-18.3%
TE vs TECH
-0.6%
-17.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.2% | +10.2% | +10.1% |
| 7D | +18.2% | +0.2% | +18.0% | +18.1% |
| 30D | -13.5% | +0.1% | -13.6% | -13.5% |
| 3M | -44.6% | +37.5% | -82.1% | -52.3% |
| 6M | -24.7% | +34.6% | -59.3% | -36.3% |
| YTD | -24.3% | +23.5% | -47.7% | -34.0% |
| 1Y | +155.6% | +34.4% | +121.2% | +102.7% |
| 3Y | -18.3% | +2.3% | -20.5% | -27.9% |
| All | -18.3% | -0.6% | -17.7% | -27.9% |
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