+778.3%
AU vs TECH
+4,490.3%
-3,712.0%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | +12.8% | +0.1% | +12.6% | +12.8% |
| 3M | +28.5% | +37.5% | -9.0% | +24.4% |
| 6M | +4.8% | +34.6% | -29.8% | +1.3% |
| YTD | +31.0% | +23.5% | +7.5% | +27.6% |
| 1Y | +81.4% | +34.4% | +47.0% | +75.2% |
| 3Y | +618.4% | +2.3% | +616.2% | +602.5% |
| 5Y | +686.3% | -41.7% | +728.0% | +698.6% |
| 10Y | +664.5% | +177.6% | +486.9% | +579.9% |
| All | +778.3% | +4,490.3% | -3,712.0% | +646.0% |
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