+16,294.4%
BN vs TECH
+101,612.5%
-85,318.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.8% |
| 3M | -2.3% | +0.9% | -3.2% | -2.5% |
| 6M | -8.4% | +51.0% | -59.5% | -14.4% |
| YTD | -5.9% | +24.4% | -30.3% | -9.9% |
| 1Y | -5.6% | +27.6% | -33.2% | -10.0% |
| 3Y | +104.2% | +29.9% | +74.3% | +92.5% |
| 5Y | +35.5% | -40.6% | +76.1% | +41.0% |
| 10Y | +285.2% | +196.7% | +88.5% | +233.4% |
| All | +16,294.4% | +101,612.5% | -85,318.1% | +10,255.7% |
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