+25.1%
BROS vs TECH
-43.0%
+68.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -13.5% | +0.1% | -13.6% | -13.5% |
| 3M | -18.4% | +37.5% | -55.9% | -29.0% |
| 6M | -10.6% | +34.6% | -45.2% | -23.4% |
| YTD | -25.1% | +23.5% | -48.5% | -33.4% |
| 1Y | -28.6% | +34.4% | -63.0% | -39.5% |
| 3Y | +65.6% | +2.3% | +63.3% | +45.6% |
| All | +25.1% | -43.0% | +68.1% | +97.9% |
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