+356.8%
ACWI vs TECH
+417.7%
-60.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.6% |
| 3M | +2.4% | +36.3% | -34.0% | -8.4% |
| 6M | +12.4% | +25.6% | -13.2% | +1.5% |
| YTD | +15.2% | +23.7% | -8.5% | +3.9% |
| 1Y | +22.7% | +37.6% | -14.9% | +5.6% |
| 3Y | +75.8% | -6.6% | +82.4% | +65.4% |
| 5Y | +67.7% | -42.2% | +110.0% | +85.3% |
| 10Y | +229.0% | +187.6% | +41.4% | +60.0% |
| All | +356.8% | +417.7% | -60.9% | +55.8% |
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