+209.9%
BKNG vs TECH
+189.8%
+20.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -10.7% | -0.5% | -10.1% | -10.5% |
| 30D | -18.1% | 0.0% | -18.1% | -18.1% |
| 3M | +8.5% | +37.4% | -28.9% | -2.4% |
| 6M | -0.1% | +36.9% | -36.9% | -11.2% |
| YTD | -18.2% | +23.1% | -41.3% | -25.1% |
| 1Y | -19.9% | +42.2% | -62.1% | -30.6% |
| 3Y | +41.6% | +1.9% | +39.7% | +30.2% |
| 5Y | +93.1% | -42.9% | +136.0% | +116.7% |
| All | +209.9% | +189.8% | +20.1% | +78.9% |
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