+37,071.1%
ADI vs TECH
+101,053.8%
-63,982.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -3.8% | +0.7% | -4.5% | -4.0% |
| 3M | -15.3% | +36.3% | -51.6% | -22.9% |
| 6M | +6.7% | +25.6% | -18.9% | -2.3% |
| YTD | +34.8% | +23.7% | +11.1% | +23.4% |
| 1Y | +49.0% | +37.6% | +11.4% | +31.6% |
| 3Y | +108.1% | -6.6% | +114.7% | +100.8% |
| 5Y | +142.4% | -42.2% | +184.7% | +163.8% |
| 10Y | +589.9% | +187.6% | +402.3% | +382.1% |
| All | +37,071.1% | +101,053.8% | -63,982.7% | +8,764.8% |
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