+6,432.7%
TRV vs TECH
+100,802.5%
-94,369.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | -2.3% | +0.3% | -2.6% | -2.4% |
| 3M | +22.7% | +32.9% | -10.2% | +18.4% |
| 6M | +21.9% | +32.1% | -10.1% | +17.1% |
| YTD | +27.5% | +23.4% | +4.1% | +23.1% |
| 1Y | +36.2% | +34.1% | +2.2% | +29.9% |
| 3Y | +140.6% | +2.2% | +138.4% | +132.8% |
| 5Y | +154.5% | -41.8% | +196.3% | +159.9% |
| 10Y | +295.4% | +188.9% | +106.5% | +230.8% |
| All | +6,432.7% | +100,802.5% | -94,369.8% | +3,906.1% |
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 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