+270.5%
ADP vs TECH
+178.6%
+91.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -5.5% | +0.2% | -5.7% | -5.5% |
| 30D | -1.2% | +0.1% | -1.4% | -1.3% |
| 3M | +17.9% | +37.5% | -19.6% | +7.6% |
| 6M | +20.3% | +34.6% | -14.3% | +9.1% |
| YTD | +5.8% | +23.5% | -17.7% | -2.1% |
| 1Y | -7.7% | +34.4% | -42.1% | -17.3% |
| 3Y | +14.7% | +2.3% | +12.5% | +6.4% |
| 5Y | +45.8% | -41.7% | +87.5% | +60.4% |
| 10Y | +270.5% | +177.6% | +92.9% | +112.4% |
| All | +270.5% | +178.6% | +91.8% | +112.4% |
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