+1,462.0%
BA vs TECH
+101,375.0%
-99,913.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -9.1% | +0.3% | -9.4% | -9.2% |
| 3M | -28.2% | +1.0% | -29.2% | -28.3% |
| 6M | -23.1% | +28.6% | -51.7% | -27.3% |
| YTD | -20.6% | +24.1% | -44.6% | -24.8% |
| 1Y | -12.7% | +21.9% | -34.6% | -17.2% |
| 3Y | -11.6% | +25.7% | -37.3% | -18.2% |
| 5Y | -23.1% | -40.2% | +17.1% | -19.8% |
| 10Y | +34.4% | +210.1% | -175.7% | +6.8% |
| All | +1,462.0% | +101,375.0% | -99,913.1% | +676.9% |
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