+37.6%
TECH vs IAG
+119.5%
-81.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.1% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +0.7% | +28.9% | -28.2% | -0.8% |
| 3M | +36.3% | +19.1% | +17.2% | +34.4% |
| 6M | +25.6% | -10.3% | +35.8% | +27.3% |
| YTD | +23.7% | +24.2% | -0.5% | +22.2% |
| 1Y | +37.6% | +116.5% | -78.8% | +43.5% |
| All | +37.6% | +119.5% | -81.9% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling