-41.8%
TECH vs UUUU
+132.1%
-173.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -0.1% | +1.8% | -1.9% | -0.2% |
| 30D | +0.3% | +1.8% | -1.5% | -0.1% |
| 3M | +32.9% | +1.3% | +31.7% | +32.0% |
| 6M | +32.1% | -26.8% | +58.8% | +34.0% |
| YTD | +23.4% | +0.1% | +23.3% | +18.8% |
| 1Y | +34.1% | +11.2% | +22.8% | +24.1% |
| 3Y | +2.2% | +97.7% | -95.5% | -18.1% |
| 5Y | -41.8% | +127.3% | -169.2% | -56.0% |
| All | -41.8% | +132.1% | -173.9% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling