+18.4%
BTDR vs TECH
+1.4%
+17.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | +14.8% | -0.1% | +14.9% | +14.9% |
| 30D | +41.8% | +0.3% | +41.5% | +41.6% |
| 3M | -29.2% | +32.9% | -62.1% | -40.5% |
| 6M | +66.2% | +32.1% | +34.1% | +33.9% |
| YTD | +10.0% | +23.4% | -13.4% | -6.4% |
| 1Y | -11.0% | +34.1% | -45.0% | -30.2% |
| All | +18.4% | +1.4% | +17.0% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling