+71,806.5%
BBY vs TECH
+100,886.2%
-29,079.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | +8.1% | +0.2% | +7.9% | +8.1% |
| 30D | +8.9% | +0.1% | +8.8% | +8.9% |
| 3M | +22.0% | +37.5% | -15.5% | +13.2% |
| 6M | +37.8% | +34.6% | +3.2% | +27.3% |
| YTD | +37.3% | +23.5% | +13.8% | +29.0% |
| 1Y | +21.6% | +34.4% | -12.8% | +11.7% |
| 3Y | +41.5% | +2.3% | +39.2% | +35.6% |
| 5Y | +1.2% | -41.7% | +43.0% | +7.6% |
| 10Y | +237.8% | +177.6% | +60.1% | +159.9% |
| All | +71,806.5% | +100,886.2% | -29,079.7% | +22,771.0% |
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