+91.8%
AUR vs TECH
+1.2%
+90.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.5% |
| 7D | +0.2% | -0.5% | +0.7% | +0.4% |
| 30D | -8.9% | 0.0% | -8.9% | -8.9% |
| 3M | +4.6% | +37.4% | -32.8% | -12.0% |
| 6M | +44.9% | +36.9% | +8.0% | +17.2% |
| YTD | +64.8% | +23.1% | +41.8% | +41.8% |
| 1Y | +16.4% | +42.2% | -25.9% | -11.4% |
| All | +91.8% | +1.2% | +90.6% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling