+640.7%
ADI vs TECH
+187.7%
+452.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +13.4% | +0.2% | +13.1% | +13.3% |
| 30D | -1.3% | +0.5% | -1.8% | -1.5% |
| 3M | +6.8% | +1.0% | +5.8% | +6.4% |
| 6M | -1.9% | +54.1% | -56.0% | -18.7% |
| YTD | +52.3% | +24.4% | +27.9% | +33.8% |
| 1Y | +71.6% | +19.3% | +52.3% | +53.5% |
| 3Y | +148.9% | +28.5% | +120.4% | +102.8% |
| 5Y | +140.8% | -41.0% | +181.7% | +177.3% |
| All | +640.7% | +187.7% | +452.9% | +293.8% |
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 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