+193.0%
ARM vs TECH
+1.3%
+191.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.7% |
| 7D | -5.3% | +0.2% | -5.6% | -5.4% |
| 30D | -30.0% | +0.5% | -30.5% | -30.2% |
| 3M | -34.1% | +0.9% | -34.9% | -34.3% |
| 6M | -12.6% | +51.0% | -63.7% | -26.6% |
| YTD | +70.4% | +24.4% | +46.1% | +49.8% |
| 1Y | +22.3% | +27.6% | -5.3% | +5.4% |
| 3Y | +261.2% | +29.9% | +231.3% | +189.2% |
| All | +193.0% | +1.3% | +191.7% | +206.1% |
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