+29.5%
TECH vs TRU
+58.0%
-28.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | 0.0% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +0.5% | +21.3% | -20.8% | -7.2% |
| 3M | +1.1% | +0.2% | +0.9% | +0.1% |
| 6M | +62.8% | +22.4% | +40.5% | +46.1% |
| YTD | +24.5% | -4.8% | +29.3% | +23.3% |
| 1Y | +20.6% | -0.2% | +20.8% | +16.6% |
| 3Y | +29.5% | +57.9% | -28.5% | -12.1% |
| All | +29.5% | +58.0% | -28.5% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling