+20.6%
TECH vs TMF
-30.5%
+51.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.4% | +0.3% |
| 7D | +0.1% | -9.3% | +9.4% | +1.6% |
| 30D | +0.5% | +1.9% | -1.4% | 0.0% |
| 3M | +1.1% | -11.2% | +12.3% | +3.2% |
| 6M | +62.8% | -17.7% | +80.5% | +69.5% |
| YTD | +24.5% | -24.5% | +48.9% | +31.3% |
| 1Y | +20.6% | -29.4% | +50.1% | +34.7% |
| All | +20.6% | -30.5% | +51.1% | +34.7% |
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