+225.2%
ACWI vs TECH
+187.9%
+37.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | -1.7% | +0.5% | -2.2% | -1.8% |
| 3M | -3.9% | +1.1% | -5.0% | -4.2% |
| 6M | +0.8% | +62.8% | -62.0% | -11.8% |
| YTD | +11.0% | +24.5% | -13.4% | +2.6% |
| 1Y | +13.1% | +20.6% | -7.6% | +5.2% |
| 3Y | +73.9% | +29.5% | +44.4% | +50.2% |
| 5Y | +59.0% | -40.9% | +100.0% | +73.6% |
| All | +225.2% | +187.9% | +37.3% | +96.0% |
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 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