+101,053.8%
TECH vs DTE
+3,490.8%
+97,563.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +0.7% | -2.6% | +3.3% | +1.5% |
| 3M | +36.3% | -3.9% | +40.2% | +37.9% |
| 6M | +25.6% | -7.9% | +33.5% | +28.5% |
| YTD | +23.7% | +7.2% | +16.5% | +20.6% |
| 1Y | +37.6% | +3.1% | +34.6% | +35.7% |
| 3Y | -6.6% | +47.6% | -54.2% | -17.8% |
| 5Y | -42.2% | +32.7% | -75.0% | -47.8% |
| 10Y | +187.6% | +138.8% | +48.8% | +109.0% |
| All | +101,053.8% | +3,490.8% | +97,563.0% | +33,458.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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