+27.6%
BDX vs TECH
-41.0%
+68.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +36.6% |
| YTD | +45.7% | +24.5% | +21.2% | +36.3% |
| 1Y | +47.3% | +20.6% | +26.6% | +38.7% |
| 3Y | +25.1% | +29.5% | -4.4% | +12.2% |
| All | +27.6% | -41.0% | +68.6% | +24.1% |
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 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