+38.4%
BP vs TECH
+34.2%
+4.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +0.9% | +0.2% | +0.7% | +0.9% |
| 30D | +9.1% | +0.1% | +9.0% | +9.1% |
| 3M | +3.9% | +37.5% | -33.6% | +4.0% |
| 6M | +13.6% | +34.6% | -20.9% | +13.8% |
| YTD | +34.0% | +23.5% | +10.5% | +35.0% |
| All | +38.4% | +34.2% | +4.2% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling