+96.9%
AU vs TECH
+36.9%
+60.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -3.6% | +0.1% | -3.8% | -3.7% |
| 30D | +23.9% | +0.7% | +23.2% | +23.7% |
| 3M | +19.1% | +36.3% | -17.3% | +11.7% |
| 6M | -0.2% | +25.6% | -25.7% | -5.7% |
| YTD | +32.5% | +23.7% | +8.8% | +24.5% |
| 1Y | +96.9% | +37.6% | +59.3% | +83.7% |
| All | +96.9% | +36.9% | +60.0% | +83.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling