+183.5%
TECH vs TRU
+144.8%
+38.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -0.5% | -9.4% | +8.9% | +3.4% |
| 30D | 0.0% | -4.1% | +4.1% | +1.4% |
| 3M | +37.4% | +13.6% | +23.9% | +28.9% |
| 6M | +36.9% | +3.6% | +33.3% | +32.4% |
| YTD | +23.1% | -9.8% | +32.9% | +24.9% |
| 1Y | +42.2% | -13.6% | +55.9% | +45.9% |
| 3Y | +1.9% | -2.0% | +3.9% | -4.4% |
| 5Y | -42.9% | -35.8% | -7.1% | -38.4% |
| All | +183.5% | +144.8% | +38.8% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling