+41.8%
BEN vs TECH
-41.8%
+83.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | +4.7% | +0.2% | +4.5% | +4.6% |
| 30D | +2.6% | +0.1% | +2.5% | +2.6% |
| 3M | +11.5% | +37.5% | -26.0% | 0.0% |
| 6M | +35.3% | +34.6% | +0.7% | +20.1% |
| YTD | +48.6% | +23.5% | +25.2% | +35.4% |
| 1Y | +46.7% | +34.4% | +12.3% | +28.2% |
| 3Y | +57.0% | +2.3% | +54.7% | +45.8% |
| 5Y | +41.8% | -41.7% | +83.5% | +52.2% |
| All | +41.8% | -41.8% | +83.6% | +52.2% |
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