+40.6%
ALB vs TECH
+187.7%
-147.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | -3.6% | +0.2% | -3.8% | -3.7% |
| 30D | -2.9% | +0.5% | -3.4% | -3.1% |
| 3M | -25.8% | +1.0% | -26.8% | -26.2% |
| 6M | -53.6% | +54.1% | -107.6% | -63.5% |
| YTD | -32.4% | +24.4% | -56.8% | -42.2% |
| 1Y | -13.0% | +19.3% | -32.3% | -24.4% |
| 3Y | -15.0% | +28.5% | -43.5% | -30.5% |
| 5Y | -63.5% | -41.0% | -22.6% | -57.6% |
| All | +40.6% | +187.7% | -147.2% | -14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling