+22.5%
BMY vs TECH
-0.6%
+23.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -3.3% | +0.2% | -3.5% | -3.4% |
| 30D | 0.0% | +0.1% | -0.2% | -0.1% |
| 3M | +17.7% | +37.5% | -19.8% | +10.2% |
| 6M | +9.6% | +34.6% | -24.9% | +2.0% |
| YTD | +24.0% | +23.5% | +0.5% | +17.3% |
| 1Y | +45.1% | +34.4% | +10.7% | +34.1% |
| 3Y | +22.5% | +2.3% | +20.2% | +14.0% |
| All | +22.5% | -0.6% | +23.1% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling