+197.1%
ABT vs TECH
+189.9%
+7.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | -5.9% | -0.4% | -5.5% | -5.8% |
| 30D | -8.1% | 0.0% | -8.0% | -8.1% |
| 3M | +14.5% | +33.7% | -19.1% | +5.1% |
| 6M | -6.3% | +34.9% | -41.2% | -15.4% |
| YTD | -17.1% | +23.2% | -40.3% | -23.5% |
| 1Y | -21.4% | +36.3% | -57.7% | -30.1% |
| 3Y | +5.9% | +2.3% | +3.7% | -2.3% |
| 5Y | -12.8% | -42.9% | +30.1% | -1.4% |
| All | +197.1% | +189.9% | +7.2% | +61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling