+1,335.7%
BP vs TECH
+101,053.8%
-99,718.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +3.9% | +0.1% | +3.8% | +3.9% |
| 30D | +7.6% | +0.7% | +6.9% | +7.5% |
| 3M | +0.7% | +36.3% | -35.6% | -3.2% |
| 6M | +15.5% | +25.6% | -10.1% | +11.5% |
| YTD | +30.8% | +23.7% | +7.1% | +26.3% |
| 1Y | +34.3% | +37.6% | -3.3% | +27.7% |
| 3Y | +35.1% | -6.6% | +41.6% | +32.2% |
| 5Y | +126.8% | -42.2% | +169.1% | +131.7% |
| 10Y | +123.4% | +187.6% | -64.2% | +87.0% |
| All | +1,335.7% | +101,053.8% | -99,718.1% | +768.7% |
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 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