-40.8%
AAL vs TECH
-40.1%
-0.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | +4.6% | +0.2% | +4.4% | +4.5% |
| 30D | +2.6% | +0.3% | +2.2% | +2.4% |
| 3M | -17.8% | +1.3% | -19.1% | -18.2% |
| 6M | +1.9% | +54.0% | -52.1% | -15.4% |
| YTD | -14.0% | +24.3% | -38.3% | -23.5% |
| 1Y | +0.2% | +25.8% | -25.6% | -11.6% |
| 3Y | +13.0% | +26.0% | -12.9% | -6.9% |
| All | -40.8% | -40.1% | -0.7% | -34.6% |
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