-14.1%
ALB vs TECH
+29.6%
-43.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | -5.8% | +0.1% | -5.9% | -5.8% |
| 30D | -4.5% | +0.5% | -5.1% | -4.8% |
| 3M | -28.1% | +1.1% | -29.2% | -28.4% |
| 6M | -53.2% | +62.8% | -116.0% | -64.0% |
| YTD | -33.3% | +24.5% | -57.8% | -42.5% |
| 1Y | -17.4% | +20.6% | -38.1% | -27.8% |
| 3Y | -14.1% | +29.5% | -43.6% | -43.4% |
| All | -14.1% | +29.6% | -43.7% | -43.4% |
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