+231.7%
LNG vs TECH
-42.4%
+274.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -4.5% | -0.5% | -4.0% | -4.4% |
| 30D | +4.7% | 0.0% | +4.7% | +4.7% |
| 3M | +15.1% | +37.4% | -22.3% | +12.4% |
| 6M | +13.6% | +36.9% | -23.3% | +10.4% |
| YTD | +44.0% | +23.1% | +20.9% | +41.1% |
| 1Y | +18.4% | +42.2% | -23.9% | +14.1% |
| 3Y | +75.9% | +1.9% | +73.9% | +72.1% |
| 5Y | +231.7% | -42.9% | +274.6% | +232.1% |
| All | +231.7% | -42.4% | +274.1% | +232.1% |
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