+1,057.8%
TER vs TECH
+187.7%
+870.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | +24.0% | +0.2% | +23.7% | +23.8% |
| 30D | -30.6% | +0.5% | -31.1% | -30.8% |
| 3M | -34.5% | +1.0% | -35.4% | -34.8% |
| 6M | -26.4% | +54.1% | -80.4% | -41.8% |
| YTD | +36.4% | +24.4% | +12.0% | +16.4% |
| 1Y | +47.4% | +19.3% | +28.1% | +28.4% |
| 3Y | +202.6% | +28.5% | +174.0% | +136.1% |
| 5Y | +83.9% | -41.0% | +124.8% | +124.5% |
| All | +1,057.8% | +187.7% | +870.0% | +455.8% |
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 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