-45.4%
TE vs TECH
-42.1%
-3.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.9% |
| 7D | +15.0% | -0.1% | +15.1% | +15.0% |
| 30D | -7.5% | +0.3% | -7.8% | -7.6% |
| 3M | -42.0% | +32.9% | -74.9% | -50.6% |
| 6M | -31.4% | +32.1% | -63.5% | -43.4% |
| YTD | -26.5% | +23.4% | -49.9% | -37.8% |
| 1Y | +153.1% | +34.1% | +119.0% | +95.1% |
| 3Y | -20.7% | +2.2% | -22.9% | -28.4% |
| 5Y | -45.4% | -41.8% | -3.6% | -37.5% |
| All | -45.4% | -42.1% | -3.3% | -37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling