+935.7%
BSX vs TECH
+13,895.2%
-12,959.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.3% | +0.3% |
| 7D | +3.7% | +0.1% | +3.6% | +3.7% |
| 30D | +3.1% | +0.5% | +2.6% | +3.0% |
| 3M | -14.2% | +1.1% | -15.3% | -14.4% |
| 6M | -16.4% | +62.8% | -79.3% | -24.1% |
| YTD | -53.5% | +24.5% | -78.0% | -56.2% |
| 1Y | -57.8% | +20.6% | -78.4% | -60.0% |
| 3Y | -17.4% | +29.5% | -46.9% | -25.2% |
| 5Y | +5.4% | -40.9% | +46.3% | +9.3% |
| 10Y | +106.2% | +189.5% | -83.3% | +57.6% |
| All | +935.7% | +13,895.2% | -12,959.5% | +347.6% |
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 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