+842.6%
ASX vs TECH
+204.1%
+638.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.6% | +8.6% |
| 7D | -12.3% | +0.2% | -12.5% | -12.3% |
| 30D | -26.0% | +0.5% | -26.5% | -26.1% |
| 3M | -8.1% | +0.9% | -9.0% | -8.4% |
| 6M | +1.4% | +51.0% | -49.7% | -14.0% |
| YTD | +115.6% | +24.4% | +91.2% | +92.1% |
| 1Y | +128.0% | +27.6% | +100.4% | +100.4% |
| 3Y | +371.4% | +29.9% | +341.5% | +287.4% |
| 5Y | +469.4% | -40.6% | +510.1% | +542.0% |
| 10Y | +842.6% | +196.7% | +645.9% | +518.3% |
| All | +842.6% | +204.1% | +638.5% | +518.3% |
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