+85.9%
LNG vs TECH
+29.6%
+56.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +11.3% | +0.1% | +11.2% | +11.3% |
| 30D | +10.6% | +0.5% | +10.1% | +10.6% |
| 3M | +16.1% | +1.1% | +15.0% | +16.1% |
| 6M | +29.6% | +62.8% | -33.3% | +27.5% |
| YTD | +60.3% | +24.5% | +35.9% | +59.2% |
| 1Y | +46.1% | +20.6% | +25.5% | +45.3% |
| 3Y | +85.9% | +29.5% | +56.5% | +80.4% |
| All | +85.9% | +29.6% | +56.3% | +80.4% |
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