-10.1%
BA vs TECH
+25.9%
-36.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | -7.9% | +0.3% | -8.3% | -8.0% |
| 3M | -25.3% | +1.3% | -26.7% | -25.5% |
| 6M | -24.6% | +54.0% | -78.6% | -31.0% |
| YTD | -20.1% | +24.3% | -44.4% | -24.5% |
| 1Y | -11.8% | +25.8% | -37.6% | -17.1% |
| 3Y | -10.1% | +26.0% | -36.1% | -15.7% |
| All | -10.1% | +25.9% | -36.0% | -15.7% |
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