+748.4%
ASX vs TECH
+208.1%
+540.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.3% | +6.4% |
| 7D | -19.9% | +0.2% | -20.1% | -20.0% |
| 30D | -30.9% | +0.3% | -31.2% | -31.0% |
| 3M | -15.1% | +1.3% | -16.4% | -15.5% |
| 6M | -6.5% | +54.0% | -60.4% | -21.5% |
| YTD | +98.4% | +24.3% | +74.1% | +76.9% |
| 1Y | +107.9% | +25.8% | +82.1% | +83.8% |
| 3Y | +325.3% | +26.0% | +299.3% | +254.4% |
| 5Y | +447.3% | -40.1% | +487.4% | +514.4% |
| All | +748.4% | +208.1% | +540.3% | +476.2% |
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 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