+415.3%
ASX vs TECH
-40.1%
+455.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -30.9% |
| 3M | -15.1% | +1.3% | -16.4% | -15.4% |
| 6M | -6.5% | +54.0% | -60.4% | -20.2% |
| YTD | +98.4% | +24.3% | +74.1% | +79.0% |
| 1Y | +107.9% | +25.8% | +82.1% | +86.0% |
| 3Y | +325.3% | +26.0% | +299.3% | +256.9% |
| All | +415.3% | -40.1% | +455.4% | +457.3% |
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 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