+465.4%
BE vs TECH
-41.1%
+506.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.9% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -30.9% | +0.5% | -31.4% | -31.0% |
| 3M | -11.6% | +0.9% | -12.5% | -11.9% |
| 6M | -25.7% | +51.0% | -76.8% | -41.4% |
| YTD | +123.1% | +24.4% | +98.8% | +88.1% |
| 1Y | +43.4% | +27.6% | +15.8% | +18.0% |
| 3Y | +1,683.6% | +29.9% | +1,653.7% | +1,161.3% |
| 5Y | +465.4% | -40.6% | +506.1% | +656.1% |
| All | +465.4% | -41.1% | +506.5% | +656.1% |
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