-62.1%
ALB vs TECH
-40.1%
-22.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +9.1% | +0.2% | +8.9% | +9.0% |
| 30D | -3.4% | +0.3% | -3.8% | -3.6% |
| 3M | -20.6% | +1.3% | -21.9% | -21.1% |
| 6M | -48.2% | +54.0% | -102.1% | -59.6% |
| YTD | -29.2% | +24.3% | -53.5% | -39.7% |
| 1Y | +10.0% | +25.8% | -15.8% | -7.5% |
| 3Y | -12.9% | +26.0% | -38.9% | -29.0% |
| All | -62.1% | -40.1% | -22.0% | -55.9% |
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