+27.4%
TECH vs TMF
-25.6%
+53.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.6% |
| 7D | +0.2% | -1.1% | +1.3% | +0.4% |
| 30D | +0.5% | +11.8% | -11.3% | -1.7% |
| 3M | +1.1% | -4.0% | +5.1% | +1.9% |
| 6M | +51.0% | -16.5% | +67.6% | +56.8% |
| YTD | +24.4% | -19.9% | +44.3% | +30.4% |
| 1Y | +27.4% | -25.6% | +53.0% | +42.1% |
| All | +27.4% | -25.6% | +53.0% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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