+101,682.4%
TECH vs DTE
+3,620.6%
+98,061.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +0.1% | +3.4% | -3.3% | -0.9% |
| 30D | +0.5% | +8.9% | -8.4% | -2.1% |
| 3M | +1.1% | +1.1% | 0.0% | +0.6% |
| 6M | +62.8% | +0.1% | +62.7% | +62.4% |
| YTD | +24.5% | +11.1% | +13.4% | +19.9% |
| 1Y | +20.6% | +4.9% | +15.7% | +18.3% |
| 3Y | +29.5% | +58.6% | -29.1% | +11.3% |
| 5Y | -40.9% | +47.3% | -88.2% | -48.3% |
| 10Y | +189.5% | +151.3% | +38.2% | +107.0% |
| All | +101,682.4% | +3,620.6% | +98,061.8% | +33,257.9% |
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