+1,297.6%
TNA vs TECH
+421.0%
+876.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.1% |
| 7D | +4.1% | +0.2% | +3.9% | +3.9% |
| 30D | -7.6% | +0.1% | -7.8% | -7.7% |
| 3M | +8.1% | +37.5% | -29.4% | -30.7% |
| 6M | +49.0% | +34.6% | +14.4% | -10.9% |
| YTD | +51.7% | +23.5% | +28.2% | -0.5% |
| 1Y | +59.6% | +34.4% | +25.2% | -9.5% |
| 3Y | +118.9% | +2.3% | +116.6% | +65.1% |
| 5Y | -19.2% | -41.7% | +22.5% | +39.9% |
| 10Y | +77.2% | +177.6% | -100.4% | -73.0% |
| All | +1,297.6% | +421.0% | +876.6% | -11.0% |
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