+296.4%
ARM vs TECH
+0.7%
+295.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +5.5% | +0.1% | +5.3% | +5.4% |
| 30D | -8.2% | +0.7% | -8.9% | -8.4% |
| 3M | -35.9% | +36.3% | -72.3% | -43.8% |
| 6M | +103.1% | +25.6% | +77.5% | +79.2% |
| YTD | +130.6% | +23.7% | +106.9% | +103.1% |
| 1Y | +86.1% | +37.6% | +48.4% | +51.9% |
| All | +296.4% | +0.7% | +295.7% | +315.0% |
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