+51.8%
TEL vs TECH
-42.1%
+93.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | -4.1% | +0.3% | -4.4% | -4.2% |
| 3M | -2.6% | +32.9% | -35.5% | -11.4% |
| 6M | 0.0% | +32.1% | -32.0% | -10.2% |
| YTD | -9.1% | +23.4% | -32.4% | -16.9% |
| 1Y | -0.8% | +34.1% | -34.9% | -12.7% |
| 3Y | +67.4% | +2.2% | +65.2% | +55.6% |
| 5Y | +51.8% | -41.8% | +93.6% | +65.0% |
| All | +51.8% | -42.1% | +93.9% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling