+214.2%
ARM vs TECH
+1.3%
+212.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | +19.8% | +0.2% | +19.6% | +19.7% |
| 30D | -21.8% | +0.5% | -22.3% | -21.9% |
| 3M | -26.5% | +1.0% | -27.5% | -26.8% |
| 6M | -3.9% | +54.1% | -58.0% | -19.9% |
| YTD | +82.8% | +24.4% | +58.4% | +60.6% |
| 1Y | +34.3% | +19.3% | +15.0% | +20.2% |
| 3Y | +282.2% | +28.5% | +253.7% | +208.1% |
| All | +214.2% | +1.3% | +212.9% | +228.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling