+21.5%
ABT vs TECH
+29.5%
-7.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | +8.0% | +0.3% | +7.7% | +8.0% |
| 3M | +0.2% | +1.0% | -0.8% | +0.1% |
| 6M | +34.1% | +54.0% | -19.8% | +27.4% |
| YTD | -10.6% | +24.3% | -34.9% | -13.4% |
| 1Y | -11.8% | +23.7% | -35.5% | -14.6% |
| All | +21.5% | +29.5% | -7.9% | +14.5% |
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 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