+5,308.1%
BDX vs TECH
+101,053.8%
-95,745.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | +8.3% | +0.7% | +7.5% | +8.1% |
| 3M | +24.4% | +36.3% | -12.0% | +18.9% |
| 6M | +9.2% | +25.6% | -16.4% | +5.0% |
| YTD | +22.7% | +23.7% | -1.0% | +18.1% |
| 1Y | +25.9% | +37.6% | -11.8% | +19.2% |
| 3Y | -10.5% | -6.6% | -3.9% | -12.0% |
| 5Y | +1.9% | -42.2% | +44.2% | +5.2% |
| 10Y | +58.7% | +187.6% | -128.9% | +33.5% |
| All | +5,308.1% | +101,053.8% | -95,745.8% | +2,521.6% |
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 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