+54.6%
TER vs TECH
-40.1%
+94.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | -20.5% | +0.2% | -20.6% | -20.5% |
| 30D | -47.0% | +0.3% | -47.4% | -47.1% |
| 3M | -43.3% | +1.3% | -44.6% | -43.7% |
| 6M | -42.9% | +54.0% | -96.9% | -54.3% |
| YTD | +12.9% | +24.3% | -11.4% | -2.3% |
| 1Y | +18.2% | +25.8% | -7.6% | +1.1% |
| 3Y | +151.8% | +26.0% | +125.8% | +100.8% |
| All | +54.6% | -40.1% | +94.7% | +82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling