+7,105.0%
TRV vs TECH
+101,682.3%
-94,577.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | +6.7% | +0.5% | +6.2% | +6.7% |
| 3M | +9.4% | +1.1% | +8.3% | +9.2% |
| 6M | +37.7% | +62.8% | -25.1% | +29.7% |
| YTD | +40.6% | +24.5% | +16.1% | +35.6% |
| 1Y | +42.4% | +20.6% | +21.8% | +37.8% |
| 3Y | +148.1% | +29.5% | +118.6% | +133.7% |
| 5Y | +181.7% | -40.9% | +222.6% | +187.3% |
| 10Y | +352.6% | +189.5% | +163.1% | +278.6% |
| All | +7,105.0% | +101,682.3% | -94,577.3% | +4,314.2% |
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