+398.1%
AGI vs TECH
-42.4%
+440.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.3% |
| 7D | -5.3% | -0.5% | -4.7% | -5.2% |
| 30D | +6.8% | 0.0% | +6.7% | +6.8% |
| 3M | +8.3% | +37.4% | -29.1% | +2.3% |
| 6M | -29.2% | +36.9% | -66.1% | -33.8% |
| YTD | -7.3% | +23.1% | -30.3% | -11.5% |
| 1Y | +8.0% | +42.2% | -34.2% | +0.1% |
| 3Y | +206.6% | +1.9% | +204.6% | +196.5% |
| 5Y | +398.1% | -42.9% | +441.1% | +403.6% |
| All | +398.1% | -42.4% | +440.5% | +403.6% |
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