-16.7%
TRI vs TECH
+19.5%
-36.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.4% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +20.8% | +0.2% | +20.5% | +20.7% |
| 3M | +8.1% | +1.0% | +7.1% | +7.9% |
| 6M | +24.2% | +33.3% | -9.1% | +14.1% |
| YTD | -7.8% | +24.2% | -32.0% | -14.0% |
| 1Y | -16.7% | +19.7% | -36.4% | -21.6% |
| All | -16.7% | +19.5% | -36.1% | -21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling