+13,071.1%
BLK vs TECH
+2,121.7%
+10,949.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -3.1% | +0.1% | -3.3% | -3.1% |
| 3M | +10.7% | +37.5% | -26.8% | +1.0% |
| 6M | +15.9% | +34.6% | -18.7% | +4.9% |
| YTD | +4.0% | +23.5% | -19.5% | -3.9% |
| 1Y | +1.3% | +34.4% | -33.1% | -9.2% |
| 3Y | +69.6% | +2.3% | +67.3% | +58.7% |
| 5Y | +33.8% | -41.7% | +75.5% | +43.0% |
| 10Y | +276.2% | +177.6% | +98.5% | +169.6% |
| All | +13,071.1% | +2,121.7% | +10,949.4% | +6,384.2% |
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 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