+119.2%
BHP vs TECH
-41.4%
+160.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -1.9% | -1.9% |
| 7D | +2.5% | +0.2% | +2.2% | +2.4% |
| 30D | -5.2% | +0.5% | -5.7% | -5.3% |
| 3M | -8.7% | +1.0% | -9.7% | -8.9% |
| 6M | -6.9% | +54.1% | -60.9% | -15.3% |
| YTD | +39.0% | +24.4% | +14.6% | +30.6% |
| 1Y | +48.9% | +19.3% | +29.6% | +41.3% |
| 3Y | +55.4% | +28.5% | +26.8% | +39.5% |
| 5Y | +119.2% | -41.0% | +160.2% | +131.2% |
| All | +119.2% | -41.4% | +160.6% | +131.2% |
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