+1,064.4%
BAC vs TECH
+101,542.6%
-100,478.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -1.2% | +0.2% | -1.3% | -1.2% |
| 30D | -7.7% | +0.3% | -8.0% | -7.7% |
| 3M | -21.2% | +1.3% | -22.5% | -21.3% |
| 6M | -6.8% | +54.0% | -60.8% | -14.3% |
| YTD | -8.7% | +24.3% | -33.0% | -13.5% |
| 1Y | -5.3% | +25.8% | -31.1% | -10.5% |
| 3Y | +87.4% | +26.0% | +61.5% | +73.3% |
| 5Y | +18.9% | -40.1% | +59.0% | +23.5% |
| 10Y | +273.3% | +210.6% | +62.7% | +190.2% |
| All | +1,064.4% | +101,542.6% | -100,478.2% | +614.3% |
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