+207.4%
ALAB vs TECH
+4.1%
+203.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.2% |
| 7D | -26.3% | +0.2% | -26.4% | -26.3% |
| 30D | -50.1% | +0.3% | -50.5% | -50.1% |
| 3M | -42.5% | +1.3% | -43.8% | -42.6% |
| 6M | -10.8% | +54.0% | -64.8% | -20.4% |
| YTD | +14.6% | +24.3% | -9.7% | +7.1% |
| 1Y | +17.1% | +25.8% | -8.7% | +8.8% |
| All | +207.4% | +4.1% | +203.4% | +186.6% |
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