+159.7%
TRV vs TECH
-43.3%
+203.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | +1.9% | -0.4% | +2.4% | +2.0% |
| 30D | +1.7% | 0.0% | +1.7% | +1.7% |
| 3M | +23.9% | +33.7% | -9.8% | +21.3% |
| 6M | +26.3% | +34.9% | -8.6% | +23.1% |
| YTD | +30.8% | +23.2% | +7.7% | +28.2% |
| 1Y | +36.3% | +36.3% | 0.0% | +32.2% |
| 3Y | +145.0% | +2.3% | +142.7% | +140.8% |
| All | +159.7% | -43.3% | +203.0% | +163.1% |
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