+145.0%
TT vs TECH
-41.8%
+186.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | +1.6% | +0.2% | +1.4% | +1.5% |
| 30D | -7.3% | +0.1% | -7.4% | -7.3% |
| 3M | -2.6% | +37.5% | -40.1% | -8.9% |
| 6M | +5.9% | +34.6% | -28.7% | -1.8% |
| YTD | +15.4% | +23.5% | -8.1% | +8.7% |
| 1Y | +8.2% | +34.4% | -26.1% | -0.7% |
| 3Y | +122.7% | +2.3% | +120.4% | +111.9% |
| 5Y | +145.0% | -41.7% | +186.7% | +170.4% |
| All | +145.0% | -41.8% | +186.8% | +170.4% |
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