+9.1%
TE vs TECH
+29.6%
-20.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.1% |
| 7D | -19.1% | +0.1% | -19.2% | -19.1% |
| 30D | -34.1% | +0.5% | -34.7% | -34.3% |
| 3M | -60.1% | +1.1% | -61.2% | -60.3% |
| 6M | -66.0% | +62.8% | -128.8% | -72.4% |
| YTD | -71.4% | +24.5% | -95.9% | -74.9% |
| 1Y | -45.3% | +20.6% | -65.9% | -51.6% |
| 3Y | +9.1% | +29.5% | -20.3% | -19.7% |
| All | +9.1% | +29.6% | -20.5% | -19.7% |
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