+68.0%
ACWI vs TECH
-42.5%
+110.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | +0.9% | +0.7% | +0.2% | +0.7% |
| 3M | +2.4% | +36.3% | -34.0% | -4.4% |
| 6M | +12.4% | +25.6% | -13.2% | +5.7% |
| YTD | +15.2% | +23.7% | -8.5% | +8.2% |
| 1Y | +22.7% | +37.6% | -14.9% | +11.7% |
| 3Y | +75.8% | -6.6% | +82.4% | +71.4% |
| All | +68.0% | -42.5% | +110.5% | +78.9% |
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