+191.2%
TER vs TECH
+29.6%
+161.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.4% | -5.4% |
| 7D | +14.4% | +0.1% | +14.2% | +14.3% |
| 30D | -30.6% | +0.5% | -31.1% | -30.7% |
| 3M | -39.2% | +1.1% | -40.3% | -39.5% |
| 6M | -31.3% | +62.8% | -94.1% | -43.8% |
| YTD | +29.1% | +24.5% | +4.6% | +14.3% |
| 1Y | +47.4% | +20.6% | +26.8% | +32.1% |
| 3Y | +191.2% | +29.5% | +161.8% | +140.6% |
| All | +191.2% | +29.6% | +161.6% | +140.6% |
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