+275.1%
BLK vs TECH
+189.9%
+85.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | -3.3% | -0.4% | -2.9% | -3.2% |
| 30D | -6.5% | 0.0% | -6.5% | -6.5% |
| 3M | +6.7% | +33.7% | -26.9% | -4.3% |
| 6M | +14.7% | +34.9% | -20.2% | +0.6% |
| YTD | +2.5% | +23.2% | -20.6% | -7.5% |
| 1Y | -2.8% | +36.3% | -39.1% | -16.5% |
| 3Y | +65.9% | +2.3% | +63.6% | +51.0% |
| 5Y | +33.0% | -42.9% | +75.9% | +50.6% |
| All | +275.1% | +189.9% | +85.1% | +90.9% |
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