+42.2%
TECH vs TRU
-17.6%
+59.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -0.5% | -9.4% | +8.9% | +1.1% |
| 30D | 0.0% | -4.1% | +4.1% | +0.6% |
| 3M | +37.4% | +13.6% | +23.9% | +33.1% |
| 6M | +36.9% | +3.6% | +33.3% | +34.7% |
| YTD | +23.1% | -9.8% | +32.9% | +23.0% |
| 1Y | +42.2% | -13.6% | +55.9% | +40.6% |
| All | +42.2% | -17.6% | +59.9% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling