-20.3%
BROS vs TECH
+19.5%
-39.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | +15.1% | +0.2% | +14.9% | +15.0% |
| 3M | -31.4% | +1.0% | -32.4% | -31.5% |
| 6M | -22.6% | +33.3% | -55.9% | -28.6% |
| YTD | -28.1% | +24.2% | -52.3% | -32.4% |
| 1Y | -20.3% | +19.7% | -40.0% | -22.6% |
| All | -20.3% | +19.5% | -39.7% | -22.6% |
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