+77.5%
AR vs TECH
-41.1%
+118.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -14.3% | +0.2% | -14.4% | -14.3% |
| 30D | +1.4% | +0.3% | +1.1% | +1.4% |
| 3M | +3.4% | +1.3% | +2.0% | +3.1% |
| 6M | -2.1% | +54.0% | -56.0% | -11.3% |
| YTD | +4.7% | +24.3% | -19.6% | -1.7% |
| 1Y | +10.6% | +25.8% | -15.2% | +3.3% |
| 3Y | +24.6% | +26.0% | -1.4% | +10.0% |
| All | +77.5% | -41.1% | +118.6% | +90.0% |
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