+282.7%
AG vs TECH
+1.4%
+281.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +12.5% | +0.3% | +12.2% | +12.4% |
| 3M | +28.2% | +32.9% | -4.8% | +19.2% |
| 6M | -18.8% | +32.1% | -50.9% | -25.6% |
| YTD | +27.4% | +23.4% | +4.0% | +19.3% |
| 1Y | +132.2% | +34.1% | +98.1% | +111.5% |
| All | +282.7% | +1.4% | +281.3% | +301.5% |
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