+875.9%
BAX vs TECH
+101,053.8%
-100,177.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.1% | +0.1% | -1.3% | -1.2% |
| 30D | -5.5% | +0.7% | -6.2% | -5.5% |
| 3M | +33.5% | +36.3% | -2.8% | +27.4% |
| 6M | +35.9% | +25.6% | +10.3% | +30.5% |
| YTD | +35.4% | +23.7% | +11.7% | +30.4% |
| 1Y | +9.8% | +37.6% | -27.9% | +4.0% |
| 3Y | -32.7% | -6.6% | -26.1% | -33.5% |
| 5Y | -65.6% | -42.2% | -23.3% | -64.3% |
| 10Y | -34.9% | +187.6% | -222.5% | -44.6% |
| All | +875.9% | +101,053.8% | -100,177.9% | +371.2% |
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