+185.4%
ARM vs TECH
+1.3%
+184.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -10.4% | +0.2% | -10.6% | -10.4% |
| 30D | -31.8% | +0.5% | -32.3% | -32.0% |
| 3M | -32.2% | +1.1% | -33.3% | -32.5% |
| 6M | -14.9% | +51.0% | -65.9% | -28.5% |
| YTD | +66.0% | +24.4% | +41.7% | +45.9% |
| 1Y | +17.2% | +27.4% | -10.2% | +1.1% |
| 3Y | +247.2% | +28.5% | +218.7% | +179.9% |
| All | +185.4% | +1.3% | +184.1% | +198.2% |
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 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