+7,943.2%
BHP vs TECH
+101,053.8%
-93,110.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +3.4% | +0.7% | +2.7% | +3.3% |
| 3M | +4.1% | +36.3% | -32.3% | -1.1% |
| 6M | +20.6% | +25.6% | -5.0% | +15.1% |
| YTD | +56.1% | +23.7% | +32.4% | +49.0% |
| 1Y | +69.6% | +37.6% | +32.0% | +58.6% |
| 3Y | +78.8% | -6.6% | +85.4% | +74.8% |
| 5Y | +113.1% | -42.2% | +155.3% | +120.9% |
| 10Y | +505.9% | +187.6% | +318.3% | +397.6% |
| All | +7,943.2% | +101,053.8% | -93,110.7% | +4,849.8% |
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 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