+29.8%
AEM vs TECH
+34.5%
-4.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -5.0% | -0.5% | -4.5% | -5.0% |
| 30D | +8.5% | 0.0% | +8.4% | +8.5% |
| 3M | +29.3% | +37.4% | -8.2% | +24.6% |
| 6M | -12.9% | +36.9% | -49.8% | -17.0% |
| YTD | +16.8% | +23.1% | -6.3% | +13.3% |
| 1Y | +29.8% | +42.2% | -12.4% | +22.2% |
| All | +29.8% | +34.5% | -4.7% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling