+3,354.6%
ASX vs TECH
+511.5%
+2,843.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -9.1% | +0.2% | -9.4% | -9.2% |
| 30D | -23.6% | +0.5% | -24.1% | -23.7% |
| 3M | -5.6% | +1.1% | -6.7% | -5.9% |
| 6M | +4.7% | +51.0% | -46.3% | -7.7% |
| YTD | +122.6% | +24.4% | +98.2% | +104.1% |
| 1Y | +133.0% | +27.4% | +105.6% | +111.7% |
| 3Y | +367.1% | +28.5% | +338.6% | +310.9% |
| 5Y | +504.7% | -40.9% | +545.6% | +551.4% |
| 10Y | +887.2% | +192.5% | +694.7% | +605.2% |
| All | +3,354.6% | +511.5% | +2,843.2% | +1,727.0% |
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