+59.7%
TEM vs TECH
-4.3%
+64.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +3.2% | +0.2% | +3.1% | +3.1% |
| 30D | +23.5% | +0.1% | +23.4% | +23.4% |
| 3M | +32.3% | +37.5% | -5.2% | +3.9% |
| 6M | +23.0% | +34.6% | -11.6% | -4.5% |
| YTD | +8.9% | +23.5% | -14.6% | -11.4% |
| 1Y | -19.9% | +34.4% | -54.3% | -40.1% |
| All | +59.7% | -4.3% | +64.1% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling