+61.5%
ACWI vs TECH
-41.3%
+102.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -2.0% | +0.3% | -2.3% | -2.1% |
| 3M | -2.2% | +1.0% | -3.2% | -2.3% |
| 6M | +1.9% | +54.0% | -52.1% | -7.5% |
| YTD | +12.0% | +24.3% | -12.3% | +5.1% |
| 1Y | +12.5% | +23.7% | -11.2% | +5.6% |
| 3Y | +75.4% | +28.5% | +46.9% | +54.7% |
| 5Y | +61.5% | -41.2% | +102.7% | +74.3% |
| All | +61.5% | -41.3% | +102.8% | +74.3% |
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