+1,480.5%
BA vs TECH
+101,570.6%
-100,090.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | -7.9% | +0.3% | -8.2% | -7.9% |
| 3M | -25.2% | +1.0% | -26.2% | -25.3% |
| 6M | -26.7% | +54.0% | -80.7% | -32.6% |
| YTD | -19.6% | +24.3% | -43.9% | -23.9% |
| 1Y | -10.6% | +23.7% | -34.3% | -15.4% |
| 3Y | -11.2% | +28.5% | -39.7% | -18.2% |
| 5Y | -20.4% | -41.2% | +20.8% | -16.8% |
| 10Y | +26.8% | +189.2% | -162.4% | +1.8% |
| All | +1,480.5% | +101,570.6% | -100,090.1% | +685.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling