+313.7%
ADP vs TECH
+204.1%
+109.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | +11.5% | +0.5% | +11.0% | +11.4% |
| 3M | +12.0% | +0.9% | +11.2% | +11.8% |
| 6M | +43.8% | +51.0% | -7.2% | +27.9% |
| YTD | +20.1% | +24.4% | -4.3% | +10.9% |
| 1Y | +22.3% | +27.6% | -5.3% | +11.9% |
| 3Y | +43.3% | +29.9% | +13.4% | +22.3% |
| 5Y | +47.3% | -40.6% | +88.0% | +61.8% |
| 10Y | +313.7% | +196.7% | +117.0% | +133.8% |
| All | +313.7% | +204.1% | +109.6% | +133.8% |
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