-42.5%
ACI vs TECH
-41.3%
-1.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.4% |
| 7D | -5.3% | +0.1% | -5.4% | -5.3% |
| 30D | +5.0% | +0.3% | +4.7% | +5.0% |
| 3M | +7.5% | +1.0% | +6.5% | +7.5% |
| 6M | -16.0% | +54.0% | -70.0% | -17.8% |
| YTD | -20.6% | +24.3% | -45.0% | -21.7% |
| 1Y | -23.5% | +23.7% | -47.3% | -24.5% |
| 3Y | -32.1% | +28.5% | -60.6% | -33.9% |
| 5Y | -42.5% | -41.2% | -1.3% | -44.0% |
| All | -42.5% | -41.3% | -1.2% | -44.0% |
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