+35.5%
BN vs TECH
-41.1%
+76.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.8% | +3.8% |
| 7D | +3.6% | +0.2% | +3.4% | +3.6% |
| 30D | +15.9% | +0.5% | +15.3% | +15.6% |
| 3M | -2.3% | +0.9% | -3.2% | -2.6% |
| 6M | -8.4% | +51.0% | -59.5% | -23.3% |
| YTD | -5.9% | +24.4% | -30.3% | -16.5% |
| 1Y | -5.6% | +27.6% | -33.2% | -17.3% |
| 3Y | +104.2% | +29.9% | +74.3% | +65.2% |
| 5Y | +35.5% | -40.6% | +76.1% | +56.6% |
| All | +35.5% | -41.1% | +76.6% | +56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling