+309.3%
TEL vs TECH
+189.9%
+119.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | -0.7% | 0.0% | -0.6% | -0.6% |
| 3M | +2.4% | +33.7% | -31.2% | -8.2% |
| 6M | +4.1% | +34.9% | -30.8% | -8.6% |
| YTD | -5.8% | +23.2% | -29.0% | -15.0% |
| 1Y | +0.9% | +36.3% | -35.4% | -13.0% |
| 3Y | +72.6% | +2.3% | +70.3% | +58.2% |
| 5Y | +57.5% | -42.9% | +100.4% | +78.1% |
| All | +309.3% | +189.9% | +119.4% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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