+120.4%
AS vs TECH
+9.5%
+110.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -4.9% | +0.1% | -5.0% | -4.9% |
| 30D | -19.6% | +0.7% | -20.3% | -19.7% |
| 3M | -14.4% | +36.3% | -50.7% | -20.2% |
| 6M | -20.1% | +25.6% | -45.7% | -25.0% |
| YTD | -20.9% | +23.7% | -44.6% | -25.8% |
| 1Y | -21.9% | +37.6% | -59.5% | -29.6% |
| All | +120.4% | +9.5% | +110.9% | +105.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling