+214.5%
BAC vs TECH
+187.7%
+26.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.5% | +0.2% | +1.3% | +1.4% |
| 30D | -6.4% | +0.5% | -6.9% | -6.5% |
| 3M | -21.7% | +1.0% | -22.6% | -21.9% |
| 6M | +0.5% | +54.1% | -53.6% | -11.6% |
| YTD | -6.7% | +24.4% | -31.1% | -14.2% |
| 1Y | -4.7% | +19.3% | -24.0% | -11.4% |
| 3Y | +96.1% | +28.5% | +67.6% | +69.0% |
| 5Y | +21.7% | -41.0% | +62.6% | +32.3% |
| All | +214.5% | +187.7% | +26.7% | +54.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling