+86.8%
BEN vs TECH
+29.5%
+57.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +11.3% | +0.2% | +11.1% | +11.3% |
| 30D | +15.0% | +0.5% | +14.5% | +14.9% |
| 3M | +7.8% | +1.0% | +6.9% | +7.6% |
| 6M | +15.5% | +54.1% | -38.6% | +3.0% |
| YTD | +55.4% | +24.4% | +31.0% | +44.8% |
| 1Y | +63.3% | +19.3% | +44.0% | +53.9% |
| All | +86.8% | +29.5% | +57.3% | +58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling