+672.3%
AU vs TECH
+189.9%
+482.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -4.3% | -0.4% | -3.8% | -4.2% |
| 30D | +7.3% | 0.0% | +7.4% | +7.3% |
| 3M | +26.3% | +33.7% | -7.3% | +21.7% |
| 6M | +1.8% | +34.9% | -33.1% | -2.6% |
| YTD | +26.8% | +23.2% | +3.7% | +22.6% |
| 1Y | +66.7% | +36.3% | +30.4% | +59.3% |
| 3Y | +579.1% | +2.3% | +576.8% | +558.8% |
| 5Y | +689.3% | -42.9% | +732.2% | +681.7% |
| All | +672.3% | +189.9% | +482.3% | +803.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling