-43.9%
ALB vs TECH
-42.5%
-1.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -8.1% | +0.1% | -8.2% | -8.1% |
| 30D | +6.3% | +0.7% | +5.6% | +5.9% |
| 3M | -23.6% | +36.3% | -59.9% | -36.0% |
| 6M | -24.6% | +25.6% | -50.2% | -36.0% |
| YTD | -10.3% | +23.7% | -34.0% | -23.3% |
| 1Y | +61.5% | +37.6% | +23.8% | +27.1% |
| 3Y | -34.0% | -6.6% | -27.4% | -36.8% |
| All | -43.9% | -42.5% | -1.4% | -34.2% |
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