-41.8%
TECH vs INDA
+5.9%
-47.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.5% |
| 7D | -0.1% | -2.6% | +2.5% | +1.7% |
| 30D | +0.3% | -2.9% | +3.2% | +2.3% |
| 3M | +32.9% | +2.4% | +30.6% | +30.5% |
| 6M | +32.1% | -2.6% | +34.7% | +33.9% |
| YTD | +23.4% | -10.0% | +33.3% | +32.5% |
| 1Y | +34.1% | -7.7% | +41.7% | +40.9% |
| 3Y | +2.2% | +8.9% | -6.7% | -6.8% |
| 5Y | -41.8% | +6.0% | -47.8% | -47.8% |
| All | -41.8% | +5.9% | -47.7% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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