+318.8%
ADP vs TECH
+193.9%
+124.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +11.9% | +0.3% | +11.6% | +11.8% |
| 3M | +13.7% | +1.0% | +12.7% | +13.4% |
| 6M | +46.8% | +54.0% | -7.2% | +29.8% |
| YTD | +21.8% | +24.3% | -2.6% | +12.5% |
| 1Y | +23.5% | +23.7% | -0.2% | +14.0% |
| 3Y | +44.1% | +28.5% | +15.6% | +23.5% |
| 5Y | +49.9% | -41.2% | +91.1% | +65.2% |
| 10Y | +318.8% | +189.2% | +129.6% | +136.4% |
| All | +318.8% | +193.9% | +124.9% | +136.4% |
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