+141.2%
ADI vs TECH
-41.8%
+183.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.3% |
| 7D | +2.4% | +0.2% | +2.3% | +2.4% |
| 30D | -6.6% | +0.1% | -6.7% | -6.6% |
| 3M | -9.8% | +37.5% | -47.3% | -19.8% |
| 6M | +15.7% | +34.6% | -18.9% | +1.2% |
| YTD | +35.1% | +23.5% | +11.6% | +21.5% |
| 1Y | +47.7% | +34.4% | +13.3% | +27.2% |
| 3Y | +114.5% | +2.3% | +112.2% | +98.3% |
| 5Y | +141.2% | -41.7% | +183.0% | +169.7% |
| All | +141.2% | -41.8% | +183.0% | +169.7% |
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