+251.7%
BAC vs TECH
+204.1%
+47.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.3% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -6.9% | +0.5% | -7.5% | -7.1% |
| 3M | -19.6% | +0.9% | -20.4% | -19.8% |
| 6M | -0.5% | +51.0% | -51.5% | -12.0% |
| YTD | -6.6% | +24.4% | -31.0% | -14.2% |
| 1Y | -3.0% | +27.6% | -30.5% | -11.7% |
| 3Y | +97.3% | +29.9% | +67.4% | +69.4% |
| 5Y | +21.9% | -40.6% | +62.5% | +32.2% |
| 10Y | +251.7% | +196.7% | +54.9% | +69.5% |
| All | +251.7% | +204.1% | +47.5% | +69.5% |
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