+11.5%
ABT vs TECH
-0.6%
+12.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | -2.1% | +0.1% | -2.3% | -2.1% |
| 3M | +17.4% | +37.5% | -20.1% | +13.0% |
| 6M | -2.4% | +34.6% | -37.0% | -6.3% |
| YTD | -14.2% | +23.5% | -37.7% | -16.9% |
| 1Y | -18.3% | +34.4% | -52.7% | -21.7% |
| 3Y | +11.5% | +2.3% | +9.2% | +10.7% |
| All | +11.5% | -0.6% | +12.1% | +10.7% |
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