+289.9%
BNY vs TECH
+1.2%
+288.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | -1.3% | -0.4% | -0.9% | -1.3% |
| 30D | -0.2% | 0.0% | -0.1% | -0.2% |
| 3M | +14.9% | +33.7% | -18.7% | +9.8% |
| 6M | +40.0% | +34.9% | +5.1% | +32.4% |
| YTD | +42.0% | +23.2% | +18.8% | +36.4% |
| 1Y | +56.9% | +36.3% | +20.5% | +47.4% |
| 3Y | +289.9% | +2.3% | +287.6% | +295.5% |
| All | +289.9% | +1.2% | +288.6% | +295.5% |
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