+477.8%
BHP vs TECH
+189.8%
+288.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.3% |
| 7D | -3.7% | -0.5% | -3.2% | -3.6% |
| 30D | -0.8% | 0.0% | -0.9% | -0.8% |
| 3M | +7.6% | +37.4% | -29.8% | -1.8% |
| 6M | +20.8% | +36.9% | -16.1% | +8.5% |
| YTD | +50.8% | +23.1% | +27.7% | +39.1% |
| 1Y | +70.9% | +42.2% | +28.7% | +49.7% |
| 3Y | +78.0% | +1.9% | +76.1% | +66.3% |
| 5Y | +113.1% | -42.9% | +156.0% | +135.3% |
| All | +477.8% | +189.8% | +288.0% | +217.8% |
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