-0.5%
BBY vs TECH
-42.4%
+41.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +0.7% | -0.5% | +1.2% | +0.9% |
| 30D | +5.8% | 0.0% | +5.8% | +5.8% |
| 3M | +18.0% | +37.4% | -19.4% | +5.3% |
| 6M | +39.8% | +36.9% | +3.0% | +22.8% |
| YTD | +35.4% | +23.1% | +12.3% | +23.0% |
| 1Y | +21.4% | +42.2% | -20.8% | +4.1% |
| 3Y | +39.5% | +1.9% | +37.6% | +29.4% |
| 5Y | -0.5% | -42.9% | +42.4% | +2.6% |
| All | -0.5% | -42.4% | +41.9% | +2.6% |
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