+524.6%
TRI vs TECH
+1,124.1%
-599.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.5% |
| 7D | -7.1% | +0.2% | -7.3% | -7.1% |
| 30D | -2.3% | +0.1% | -2.5% | -2.4% |
| 3M | +19.6% | +37.5% | -17.9% | +10.3% |
| 6M | -8.7% | +34.6% | -43.3% | -16.0% |
| YTD | -22.3% | +23.5% | -45.7% | -27.1% |
| 1Y | -40.7% | +34.4% | -75.1% | -45.8% |
| 3Y | -17.8% | +2.3% | -20.0% | -22.5% |
| 5Y | -8.5% | -41.7% | +33.2% | -3.0% |
| 10Y | +192.6% | +177.6% | +14.9% | +100.6% |
| All | +524.6% | +1,124.1% | -599.4% | +214.0% |
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