+5,132.6%
BEN vs TECH
+101,570.6%
-96,438.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | +7.2% | +0.1% | +7.1% | +7.2% |
| 30D | +14.1% | +0.3% | +13.8% | +14.0% |
| 3M | +9.9% | +1.0% | +8.9% | +9.7% |
| 6M | +17.4% | +54.0% | -36.6% | +6.4% |
| YTD | +57.3% | +24.3% | +33.0% | +47.6% |
| 1Y | +66.9% | +23.7% | +43.2% | +56.6% |
| 3Y | +85.7% | +28.5% | +57.2% | +69.5% |
| 5Y | +31.2% | -41.2% | +72.4% | +38.9% |
| 10Y | +61.0% | +189.2% | -128.1% | +23.0% |
| All | +5,132.6% | +101,570.6% | -96,438.0% | +2,345.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling