+214.0%
ARM vs TECH
+25.7%
+188.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -0.1% | -13.0% | -13.0% |
| 7D | -27.1% | -0.1% | -27.1% | -27.1% |
| 30D | -44.9% | +0.3% | -45.2% | -45.0% |
| 3M | -39.3% | +1.0% | -40.3% | -39.5% |
| 6M | -20.2% | +28.6% | -48.7% | -29.6% |
| YTD | +52.5% | +24.1% | +28.4% | +34.6% |
| 1Y | +4.1% | +21.9% | -17.8% | -7.8% |
| All | +214.0% | +25.7% | +188.3% | +149.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling