+72.8%
AG vs TECH
-42.1%
+114.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +17.3% |
| 6M | -18.8% | +32.1% | -50.9% | -27.0% |
| YTD | +27.4% | +23.4% | +4.0% | +17.3% |
| 1Y | +132.2% | +34.1% | +98.1% | +106.8% |
| 3Y | +286.9% | +2.2% | +284.7% | +264.9% |
| 5Y | +72.8% | -41.8% | +114.6% | +88.8% |
| All | +72.8% | -42.1% | +114.9% | +88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling