+432.3%
ASX vs TECH
-42.5%
+474.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +2.0% | +0.7% | +1.3% | +1.8% |
| 3M | -1.3% | +36.3% | -37.7% | -11.8% |
| 6M | +71.4% | +25.6% | +45.9% | +55.2% |
| YTD | +135.3% | +23.7% | +111.6% | +112.3% |
| 1Y | +267.5% | +37.6% | +229.8% | +214.2% |
| 3Y | +388.5% | -6.6% | +395.1% | +369.7% |
| All | +432.3% | -42.5% | +474.8% | +505.9% |
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