+977.1%
BE vs TECH
+85.7%
+891.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | +23.9% | -0.1% | +24.0% | +24.0% |
| 30D | +27.8% | +0.3% | +27.6% | +27.6% |
| 3M | +3.7% | +32.9% | -29.2% | -14.6% |
| 6M | +78.0% | +32.1% | +45.9% | +40.6% |
| YTD | +209.9% | +23.4% | +186.5% | +152.9% |
| 1Y | +389.6% | +34.1% | +355.5% | +270.1% |
| 3Y | +1,730.6% | +2.2% | +1,728.4% | +1,441.5% |
| 5Y | +1,227.8% | -41.8% | +1,269.6% | +1,672.2% |
| All | +977.1% | +85.7% | +891.4% | +581.3% |
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