-42.6%
BROS vs TECH
-41.0%
-1.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.1% | +6.4% | +6.5% |
| 7D | +6.3% | +0.1% | +6.2% | +6.3% |
| 30D | -8.3% | +0.5% | -8.9% | -8.5% |
| 3M | -29.8% | +1.1% | -30.9% | -30.1% |
| 6M | -25.8% | +62.8% | -88.7% | -39.5% |
| YTD | -41.4% | +24.5% | -65.8% | -47.8% |
| 1Y | -35.2% | +20.6% | -55.8% | -41.5% |
| 3Y | +32.8% | +29.5% | +3.3% | +0.2% |
| All | -42.6% | -41.0% | -1.6% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling