+332.2%
BHP vs TECH
+187.9%
+144.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.3% | -1.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -4.5% | +0.5% | -5.1% | -4.7% |
| 3M | -6.9% | +1.1% | -8.0% | -7.1% |
| 6M | -10.6% | +62.8% | -73.4% | -22.0% |
| YTD | +37.2% | +24.5% | +12.7% | +26.3% |
| 1Y | +48.0% | +20.6% | +27.4% | +37.3% |
| 3Y | +52.6% | +29.5% | +23.1% | +32.2% |
| 5Y | +116.5% | -40.9% | +157.4% | +136.6% |
| All | +332.2% | +187.9% | +144.3% | +140.3% |
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