+57.6%
BEN vs TECH
+179.6%
-122.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | +3.4% | -0.1% | +3.4% | +3.4% |
| 30D | +1.8% | +0.3% | +1.5% | +1.7% |
| 3M | +8.4% | +32.9% | -24.6% | -2.2% |
| 6M | +35.6% | +32.1% | +3.6% | +20.6% |
| YTD | +46.4% | +23.4% | +23.0% | +32.6% |
| 1Y | +46.3% | +34.1% | +12.3% | +27.4% |
| 3Y | +54.6% | +2.2% | +52.4% | +42.9% |
| 5Y | +39.4% | -41.8% | +81.2% | +53.6% |
| 10Y | +57.6% | +188.9% | -131.3% | -19.5% |
| All | +57.6% | +179.6% | -122.0% | -19.5% |
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