+67.5%
BHP vs TECH
+42.2%
+25.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | -0.4% | -3.2% | -3.6% |
| 30D | -1.2% | 0.0% | -1.1% | -1.2% |
| 3M | +1.2% | +33.7% | -32.5% | +0.5% |
| 6M | +21.4% | +34.9% | -13.5% | +19.8% |
| YTD | +50.4% | +23.2% | +27.3% | +50.3% |
| 1Y | +67.5% | +36.3% | +31.2% | +68.4% |
| All | +67.5% | +42.2% | +25.3% | +68.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling