-10.9%
TRI vs TECH
-42.4%
+31.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -14.4% | -0.5% | -13.9% | -14.3% |
| 30D | -8.1% | 0.0% | -8.1% | -8.1% |
| 3M | +17.5% | +37.4% | -19.9% | +10.1% |
| 6M | -5.0% | +36.9% | -41.8% | -11.5% |
| YTD | -24.7% | +23.1% | -47.8% | -28.5% |
| 1Y | -41.5% | +42.2% | -83.7% | -46.1% |
| 3Y | -20.3% | +1.9% | -22.3% | -23.7% |
| 5Y | -10.9% | -42.9% | +32.0% | -3.8% |
| All | -10.9% | -42.4% | +31.5% | -3.8% |
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