+213.5%
TER vs TECH
+34.5%
+179.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.3% |
| 7D | +11.0% | +0.2% | +10.8% | +10.9% |
| 30D | -1.9% | +0.1% | -2.0% | -1.9% |
| 3M | -0.7% | +37.5% | -38.2% | -7.9% |
| 6M | +36.4% | +34.6% | +1.8% | +25.1% |
| YTD | +92.4% | +23.5% | +69.0% | +77.8% |
| 1Y | +213.5% | +34.4% | +179.1% | +181.5% |
| All | +213.5% | +34.5% | +179.0% | +181.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling