+20.5%
AAL vs TECH
+25.7%
-5.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.4% | +7.4% |
| 7D | +8.3% | +0.2% | +8.0% | +8.2% |
| 30D | +11.0% | +0.5% | +10.5% | +10.8% |
| 3M | -11.2% | +0.9% | -12.0% | -11.4% |
| 6M | +6.1% | +51.0% | -45.0% | -9.3% |
| YTD | -7.6% | +24.4% | -32.0% | -16.8% |
| 1Y | +3.7% | +27.6% | -23.8% | -7.8% |
| 3Y | +20.5% | +29.9% | -9.4% | -3.7% |
| All | +20.5% | +25.7% | -5.2% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling