+712.7%
TEL vs TECH
+499.6%
+213.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +4.5% | +0.1% | +4.4% | +4.4% |
| 30D | +2.9% | +0.5% | +2.4% | +2.7% |
| 3M | +1.1% | +1.1% | 0.0% | +0.7% |
| 6M | +5.0% | +62.8% | -57.8% | -15.8% |
| YTD | -3.9% | +24.5% | -28.3% | -15.9% |
| 1Y | -7.4% | +20.6% | -28.1% | -18.0% |
| 3Y | +81.0% | +29.5% | +51.5% | +44.3% |
| 5Y | +42.3% | -40.9% | +83.2% | +61.1% |
| 10Y | +284.8% | +189.5% | +95.3% | +67.0% |
| All | +712.7% | +499.6% | +213.1% | +111.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling