+1,359.3%
BP vs TECH
+101,542.6%
-100,183.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -11.6% | +0.2% | -11.8% | -11.6% |
| 30D | 0.0% | +0.3% | -0.3% | 0.0% |
| 3M | +6.7% | +1.3% | +5.4% | +6.6% |
| 6M | +2.2% | +54.0% | -51.8% | -3.3% |
| YTD | +33.0% | +24.3% | +8.7% | +28.3% |
| 1Y | +30.7% | +25.8% | +4.9% | +25.9% |
| 3Y | +44.2% | +26.0% | +18.2% | +36.4% |
| 5Y | +105.1% | -40.1% | +145.3% | +108.8% |
| 10Y | +133.5% | +210.6% | -77.1% | +93.9% |
| All | +1,359.3% | +101,542.6% | -100,183.3% | +782.5% |
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 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