+34.3%
AIG vs TECH
+1.2%
+33.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | -2.9% | 0.0% | -3.0% | -2.9% |
| 3M | +0.8% | +37.4% | -36.7% | -1.8% |
| 6M | -2.7% | +36.9% | -39.5% | -5.5% |
| YTD | -11.2% | +23.1% | -34.3% | -13.1% |
| 1Y | -1.5% | +42.2% | -43.8% | -5.6% |
| All | +34.3% | +1.2% | +33.1% | +38.0% |
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