+201.8%
AG vs TECH
+29.6%
+172.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -10.0% | +0.1% | -10.1% | -10.0% |
| 30D | -10.5% | +0.5% | -11.0% | -10.6% |
| 3M | -27.3% | +1.1% | -28.4% | -27.4% |
| 6M | -43.0% | +62.8% | -105.8% | -49.5% |
| YTD | -17.9% | +24.5% | -42.4% | -23.3% |
| 1Y | +11.9% | +20.6% | -8.7% | +5.4% |
| 3Y | +201.8% | +29.5% | +172.3% | +158.3% |
| All | +201.8% | +29.6% | +172.2% | +158.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling