-44.0%
ACI vs TECH
-42.1%
-1.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -5.0% | -0.1% | -5.0% | -5.0% |
| 30D | -2.3% | +0.3% | -2.6% | -2.3% |
| 3M | -23.2% | +32.9% | -56.1% | -24.2% |
| 6M | -29.5% | +32.1% | -61.5% | -30.6% |
| YTD | -28.6% | +23.4% | -52.0% | -29.5% |
| 1Y | -34.0% | +34.1% | -68.1% | -35.4% |
| 3Y | -45.0% | +2.2% | -47.2% | -45.5% |
| 5Y | -44.0% | -41.8% | -2.2% | -44.2% |
| All | -44.0% | -42.1% | -1.9% | -44.2% |
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