-41.7%
TECH vs TAP
0.0%
-41.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.8% |
| 7D | +0.2% | -2.3% | +2.5% | +0.7% |
| 30D | +0.1% | -9.4% | +9.5% | +2.4% |
| 3M | +37.5% | -0.8% | +38.3% | +37.2% |
| 6M | +34.6% | -14.7% | +49.3% | +39.2% |
| YTD | +23.5% | -13.9% | +37.4% | +27.3% |
| 1Y | +34.4% | -18.6% | +53.0% | +40.3% |
| 3Y | +2.3% | -32.0% | +34.3% | +10.6% |
| 5Y | -41.7% | -1.0% | -40.7% | -38.4% |
| All | -41.7% | 0.0% | -41.7% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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