+15,251.3%
BN vs TECH
+101,053.8%
-85,802.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | -9.5% | +0.7% | -10.2% | -9.6% |
| 3M | -10.4% | +36.3% | -46.7% | -14.8% |
| 6M | -6.4% | +25.6% | -31.9% | -10.4% |
| YTD | -11.9% | +23.7% | -35.6% | -15.6% |
| 1Y | -8.6% | +37.6% | -46.3% | -14.1% |
| 3Y | +77.6% | -6.6% | +84.1% | +75.1% |
| 5Y | +37.0% | -42.2% | +79.3% | +43.0% |
| 10Y | +266.4% | +187.6% | +78.8% | +218.0% |
| All | +15,251.3% | +101,053.8% | -85,802.5% | +9,604.7% |
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