+71.4%
BAC vs TECH
-42.5%
+113.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | -0.4% | +0.7% | -1.1% | -0.5% |
| 3M | +16.9% | +36.3% | -19.4% | +8.5% |
| 6M | +26.6% | +25.6% | +1.0% | +18.6% |
| YTD | +15.8% | +23.7% | -7.9% | +8.4% |
| 1Y | +27.2% | +37.6% | -10.5% | +15.0% |
| 3Y | +132.4% | -6.6% | +139.0% | +124.9% |
| All | +71.4% | -42.5% | +113.9% | +69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling