+339.1%
ACWI vs TECH
+420.5%
-81.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | -3.3% | +0.5% | -3.8% | -3.4% |
| 3M | -3.4% | +1.1% | -4.5% | -3.7% |
| 6M | +0.8% | +51.0% | -50.2% | -13.0% |
| YTD | +10.7% | +24.4% | -13.7% | -0.3% |
| 1Y | +11.6% | +27.4% | -15.8% | -0.6% |
| 3Y | +73.4% | +28.5% | +44.9% | +44.0% |
| 5Y | +60.2% | -40.9% | +101.0% | +75.9% |
| 10Y | +221.6% | +192.5% | +29.1% | +55.7% |
| All | +339.1% | +420.5% | -81.4% | +49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling