+222.2%
ACWI vs TECH
+204.1%
+18.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | -2.8% | +0.5% | -3.3% | -3.0% |
| 3M | -3.2% | +0.9% | -4.0% | -3.4% |
| 6M | +1.3% | +51.0% | -49.8% | -9.7% |
| YTD | +11.2% | +24.4% | -13.2% | +2.7% |
| 1Y | +13.8% | +27.6% | -13.8% | +4.1% |
| 3Y | +76.2% | +29.9% | +46.3% | +52.0% |
| 5Y | +59.5% | -40.6% | +100.1% | +73.8% |
| 10Y | +222.2% | +196.7% | +25.5% | +94.7% |
| All | +222.2% | +204.1% | +18.1% | +94.7% |
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 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