+651.5%
ADI vs TECH
+189.9%
+461.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.8% |
| 7D | +4.6% | -0.4% | +5.0% | +4.7% |
| 30D | -1.2% | 0.0% | -1.1% | -1.1% |
| 3M | -7.8% | +33.7% | -41.5% | -18.7% |
| 6M | +19.3% | +34.9% | -15.6% | +1.9% |
| YTD | +40.9% | +23.2% | +17.8% | +24.3% |
| 1Y | +54.5% | +36.3% | +18.2% | +29.1% |
| 3Y | +123.4% | +2.3% | +121.2% | +102.5% |
| 5Y | +142.3% | -42.9% | +185.2% | +182.1% |
| All | +651.5% | +189.9% | +461.5% | +297.1% |
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