+19.6%
BTDR vs TECH
-37.3%
+56.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.7% | +3.7% |
| 7D | -3.4% | -0.4% | -3.0% | -3.2% |
| 30D | +32.6% | 0.0% | +32.6% | +32.7% |
| 3M | -32.2% | +33.7% | -65.9% | -39.9% |
| 6M | +52.4% | +34.9% | +17.5% | +31.5% |
| YTD | +6.7% | +23.2% | -16.5% | -3.7% |
| 1Y | -15.2% | +36.3% | -51.5% | -27.2% |
| 3Y | +14.9% | +2.3% | +12.6% | +5.7% |
| 5Y | +20.8% | -42.9% | +63.7% | +11.9% |
| All | +19.6% | -37.3% | +56.9% | +10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling