+104.4%
BDX vs TECH
+187.9%
-83.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +2.9% | +0.1% | +2.8% | +2.9% |
| 30D | +15.4% | +0.5% | +14.9% | +15.3% |
| 3M | +20.5% | +1.1% | +19.4% | +20.2% |
| 6M | +53.2% | +62.8% | -9.6% | +34.4% |
| YTD | +45.7% | +24.5% | +21.2% | +35.1% |
| 1Y | +47.3% | +20.6% | +26.6% | +37.6% |
| 3Y | +25.1% | +29.5% | -4.4% | +10.3% |
| 5Y | +27.4% | -40.9% | +68.4% | +35.8% |
| All | +104.4% | +187.9% | -83.5% | +18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling