+486.8%
ASX vs TECH
-41.0%
+527.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +12.4% | +0.1% | +12.3% | +12.3% |
| 30D | -19.8% | +0.5% | -20.3% | -19.9% |
| 3M | -10.3% | +1.1% | -11.4% | -10.6% |
| 6M | +1.2% | +62.8% | -61.6% | -14.8% |
| YTD | +123.0% | +24.5% | +98.6% | +101.1% |
| 1Y | +145.4% | +20.6% | +124.8% | +123.4% |
| 3Y | +368.6% | +29.5% | +339.2% | +288.5% |
| All | +486.8% | -41.0% | +527.8% | +525.4% |
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