+874.4%
BAX vs TECH
+101,542.6%
-100,668.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +12.1% | +0.2% | +12.0% | +12.1% |
| 30D | +7.6% | +0.3% | +7.2% | +7.5% |
| 3M | -4.5% | +1.3% | -5.8% | -4.7% |
| 6M | +52.0% | +54.0% | -1.9% | +42.4% |
| YTD | +35.1% | +24.3% | +10.9% | +30.1% |
| 1Y | +43.7% | +25.8% | +17.9% | +38.0% |
| 3Y | -20.9% | +26.0% | -46.9% | -24.7% |
| 5Y | -63.5% | -40.1% | -23.4% | -62.3% |
| 10Y | -36.0% | +210.6% | -246.6% | -46.0% |
| All | +874.4% | +101,542.6% | -100,668.2% | +370.1% |
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