+76.5%
TNA vs TECH
+189.9%
-113.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -7.3% | -0.4% | -6.8% | -6.8% |
| 30D | -14.2% | 0.0% | -14.1% | -14.1% |
| 3M | -4.6% | +33.7% | -38.2% | -32.7% |
| 6M | +36.9% | +34.9% | +2.0% | -11.4% |
| YTD | +42.5% | +23.2% | +19.4% | +0.7% |
| 1Y | +45.8% | +36.3% | +9.5% | -10.5% |
| 3Y | +104.7% | +2.3% | +102.4% | +68.5% |
| 5Y | -21.7% | -42.9% | +21.2% | +40.8% |
| All | +76.5% | +189.9% | -113.4% | -62.4% |
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 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