-16.2%
BA vs TECH
+29.6%
-45.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -7.1% | +0.5% | -7.7% | -7.2% |
| 3M | -25.5% | +1.1% | -26.6% | -25.7% |
| 6M | -28.7% | +62.8% | -91.6% | -35.4% |
| YTD | -21.0% | +24.5% | -45.5% | -25.4% |
| 1Y | -11.9% | +20.6% | -32.5% | -16.4% |
| 3Y | -16.2% | +29.5% | -45.6% | -22.8% |
| All | -16.2% | +29.6% | -45.8% | -22.8% |
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