+1,251.0%
BE vs TECH
-41.8%
+1,292.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.2% | +9.8% | +9.7% |
| 7D | +29.8% | +0.2% | +29.6% | +29.7% |
| 30D | +26.4% | +0.1% | +26.2% | +26.3% |
| 3M | +9.3% | +37.5% | -28.2% | -8.9% |
| 6M | +105.1% | +34.6% | +70.5% | +66.5% |
| YTD | +219.0% | +23.5% | +195.6% | +169.4% |
| 1Y | +418.8% | +34.4% | +384.4% | +307.8% |
| 3Y | +1,784.6% | +2.3% | +1,782.3% | +1,547.5% |
| 5Y | +1,251.0% | -41.7% | +1,292.7% | +1,792.9% |
| All | +1,251.0% | -41.8% | +1,292.8% | +1,792.9% |
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