+14.8%
TECH vs IRE
-84.4%
+99.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +14.0% | -14.0% | 0.0% |
| 7D | +0.1% | +54.8% | -54.7% | +0.2% |
| 30D | +0.7% | +18.4% | -17.7% | +0.8% |
| 3M | +36.3% | -66.7% | +103.1% | +36.5% |
| 6M | +25.6% | -52.3% | +77.9% | +23.5% |
| YTD | +23.7% | -52.3% | +76.0% | +18.8% |
| All | +14.8% | -84.4% | +99.2% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling