+213.8%
TECH vs TRU
+243.2%
-29.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | +0.2% | -2.2% | +2.4% | +1.0% |
| 30D | +0.5% | +20.2% | -19.7% | -6.9% |
| 3M | +1.0% | +2.2% | -1.3% | -1.1% |
| 6M | +54.1% | +17.6% | +36.5% | +41.5% |
| YTD | +24.4% | -5.0% | +29.3% | +22.5% |
| 1Y | +19.3% | -1.0% | +20.3% | +15.5% |
| 3Y | +28.5% | +56.5% | -28.0% | +2.2% |
| 5Y | -41.0% | -26.2% | -14.7% | -40.3% |
| 10Y | +189.3% | +184.5% | +4.9% | +104.2% |
| All | +213.8% | +243.2% | -29.4% | +118.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling