+120.6%
ADM vs TECH
+187.7%
-67.1%
-54.1%
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% | +0.1% |
| 7D | +0.7% | +0.2% | +0.5% | +0.7% |
| 30D | -14.7% | +0.5% | -15.2% | -14.8% |
| 3M | -10.4% | +1.0% | -11.4% | -10.6% |
| 6M | -10.9% | +54.1% | -65.0% | -17.6% |
| YTD | +26.0% | +24.4% | +1.6% | +19.8% |
| 1Y | +26.5% | +19.3% | +7.2% | +21.1% |
| 3Y | +8.2% | +28.5% | -20.3% | -1.5% |
| 5Y | +24.0% | -41.0% | +64.9% | +30.9% |
| All | +120.6% | +187.7% | -67.1% | +65.1% |
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