-3.5%
BAC vs TECH
+26.2%
-29.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -7.2% | +0.3% | -7.5% | -7.2% |
| 3M | -20.4% | +1.0% | -21.4% | -20.5% |
| 6M | +1.3% | +54.0% | -52.7% | -3.9% |
| YTD | -6.4% | +24.3% | -30.7% | -10.0% |
| 1Y | -3.5% | +23.7% | -27.2% | -7.4% |
| All | -3.5% | +26.2% | -29.7% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling