-11.8%
BA vs TECH
+29.9%
-41.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | -8.9% | +0.5% | -9.4% | -9.0% |
| 3M | -25.5% | +1.1% | -26.6% | -25.7% |
| 6M | -27.0% | +51.0% | -78.0% | -32.8% |
| YTD | -20.1% | +24.4% | -44.5% | -24.6% |
| 1Y | -11.0% | +27.4% | -38.4% | -16.7% |
| 3Y | -11.8% | +28.5% | -40.3% | -17.1% |
| All | -11.8% | +29.9% | -41.7% | -17.1% |
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 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