+291.9%
AA vs TECH
+101,053.8%
-100,762.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +5.0% | +0.7% | +4.3% | +4.8% |
| 3M | -35.8% | +36.3% | -72.2% | -40.1% |
| 6M | -18.4% | +25.6% | -44.0% | -23.2% |
| YTD | -5.5% | +23.7% | -29.2% | -10.9% |
| 1Y | +61.0% | +37.6% | +23.3% | +48.3% |
| 3Y | +66.2% | -6.6% | +72.8% | +63.7% |
| 5Y | +11.4% | -42.2% | +53.6% | +18.9% |
| 10Y | +116.9% | +187.6% | -70.7% | +77.3% |
| All | +291.9% | +101,053.8% | -100,762.0% | +120.5% |
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