+685.3%
AU vs TECH
-42.4%
+727.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.0% | -4.2% |
| 7D | -7.0% | -0.5% | -6.5% | -6.9% |
| 30D | +7.3% | 0.0% | +7.3% | +7.3% |
| 3M | +33.2% | +37.4% | -4.2% | +25.5% |
| 6M | -0.6% | +36.9% | -37.5% | -7.1% |
| YTD | +26.2% | +23.1% | +3.1% | +20.1% |
| 1Y | +68.3% | +42.2% | +26.0% | +56.1% |
| 3Y | +592.1% | +1.9% | +590.2% | +561.5% |
| 5Y | +685.3% | -42.9% | +728.2% | +695.5% |
| All | +685.3% | -42.4% | +727.6% | +695.5% |
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