+60.5%
TEM vs TECH
-4.2%
+64.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +38.4% | +0.7% | +37.7% | +37.8% |
| 3M | +23.7% | +36.3% | -12.7% | -2.1% |
| 6M | +26.0% | +25.6% | +0.4% | +3.3% |
| YTD | +9.4% | +23.7% | -14.3% | -11.0% |
| 1Y | -17.3% | +37.6% | -54.9% | -39.5% |
| All | +60.5% | -4.2% | +64.7% | +51.8% |
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