+14,183.4%
TER vs TECH
+101,053.8%
-86,870.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -8.3% | +0.7% | -9.0% | -8.5% |
| 3M | -12.2% | +36.3% | -48.6% | -20.7% |
| 6M | +17.1% | +25.6% | -8.5% | +6.9% |
| YTD | +84.7% | +23.7% | +61.0% | +68.8% |
| 1Y | +199.9% | +37.6% | +162.3% | +162.8% |
| 3Y | +232.8% | -6.6% | +239.3% | +225.6% |
| 5Y | +198.6% | -42.2% | +240.8% | +237.7% |
| 10Y | +1,669.7% | +187.6% | +1,482.2% | +1,152.6% |
| All | +14,183.4% | +101,053.8% | -86,870.4% | +4,679.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling