+74.2%
BND vs TECH
+511.4%
-437.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -1.4% | +0.1% | -1.6% | -1.4% |
| 30D | +0.6% | +0.5% | +0.1% | +0.6% |
| 3M | -1.6% | +1.1% | -2.7% | -1.6% |
| 6M | -1.5% | +62.8% | -64.4% | -2.2% |
| YTD | -1.5% | +24.5% | -25.9% | -1.9% |
| 1Y | -1.1% | +20.6% | -21.7% | -1.4% |
| 3Y | +13.6% | +29.5% | -15.9% | +12.9% |
| 5Y | -1.8% | -40.9% | +39.1% | -2.2% |
| 10Y | +17.0% | +189.5% | -172.5% | +18.2% |
| All | +74.2% | +511.4% | -437.2% | +77.3% |
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