+1,802.9%
TER vs TECH
+189.8%
+1,613.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | +9.4% | -0.5% | +9.9% | +9.7% |
| 30D | -2.4% | 0.0% | -2.4% | -2.4% |
| 3M | +6.5% | +37.4% | -30.9% | -10.4% |
| 6M | +23.2% | +36.9% | -13.7% | +0.6% |
| YTD | +91.5% | +23.1% | +68.4% | +64.4% |
| 1Y | +214.8% | +42.2% | +172.6% | +145.2% |
| 3Y | +275.3% | +1.9% | +273.4% | +236.1% |
| 5Y | +211.9% | -42.9% | +254.8% | +285.9% |
| All | +1,802.9% | +189.8% | +1,613.2% | +843.7% |
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