-24.2%
AR vs TECH
+309.4%
-333.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | +14.8% | +0.7% | +14.1% | +14.6% |
| 3M | +6.2% | +36.3% | -30.1% | -1.9% |
| 6M | +4.3% | +25.6% | -21.3% | -2.9% |
| YTD | +14.4% | +23.7% | -9.3% | +6.4% |
| 1Y | +21.3% | +37.6% | -16.3% | +8.9% |
| 3Y | +39.8% | -6.6% | +46.4% | +34.6% |
| 5Y | +142.1% | -42.2% | +184.3% | +159.4% |
| 10Y | +52.0% | +187.6% | -135.5% | +0.9% |
| All | -24.2% | +309.4% | -333.6% | -49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling