+36.3%
TECH vs TDY
+10.5%
+25.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.4% |
| 7D | -0.4% | -1.1% | +0.7% | 0.0% |
| 30D | 0.0% | -12.0% | +12.0% | +5.2% |
| 3M | +33.7% | -3.2% | +36.9% | +34.7% |
| 6M | +34.9% | -7.9% | +42.8% | +38.1% |
| YTD | +23.2% | +18.2% | +4.9% | +13.1% |
| 1Y | +36.3% | +6.7% | +29.7% | +30.0% |
| All | +36.3% | +10.5% | +25.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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