+7,920.7%
BNY vs TECH
+100,565.1%
-92,644.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -1.1% | -0.5% | -0.5% | -1.0% |
| 30D | +1.4% | 0.0% | +1.4% | +1.4% |
| 3M | +16.8% | +37.4% | -20.6% | +9.7% |
| 6M | +42.0% | +36.9% | +5.1% | +32.3% |
| YTD | +41.9% | +23.1% | +18.8% | +34.6% |
| 1Y | +59.2% | +42.2% | +16.9% | +46.4% |
| 3Y | +290.9% | +1.9% | +289.0% | +273.4% |
| 5Y | +259.0% | -42.9% | +302.0% | +275.4% |
| 10Y | +413.0% | +188.2% | +224.8% | +295.0% |
| All | +7,920.7% | +100,565.1% | -92,644.3% | +3,869.2% |
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