+3,552.3%
ASX vs TECH
+508.2%
+3,044.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +2.0% | +0.7% | +1.3% | +1.8% |
| 3M | -1.3% | +36.3% | -37.7% | -10.2% |
| 6M | +71.4% | +25.6% | +45.9% | +57.6% |
| YTD | +135.3% | +23.7% | +111.6% | +116.1% |
| 1Y | +267.5% | +37.6% | +229.8% | +224.7% |
| 3Y | +388.5% | -6.6% | +395.1% | +370.0% |
| 5Y | +417.1% | -42.2% | +459.3% | +460.2% |
| 10Y | +872.7% | +187.6% | +685.2% | +597.0% |
| All | +3,552.3% | +508.2% | +3,044.1% | +1,834.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling