+1,376.8%
BAC vs TECH
+101,053.8%
-99,677.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.1% |
| 6M | +26.6% | +25.6% | +1.0% | +20.1% |
| YTD | +15.8% | +23.7% | -7.9% | +9.8% |
| 1Y | +27.2% | +37.6% | -10.5% | +17.8% |
| 3Y | +132.4% | -6.6% | +139.0% | +126.3% |
| 5Y | +72.6% | -42.2% | +114.8% | +80.1% |
| 10Y | +389.7% | +187.6% | +202.2% | +285.1% |
| All | +1,376.8% | +101,053.8% | -99,677.0% | +806.7% |
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