+114.5%
BTI vs TECH
-42.1%
+156.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -2.4% | -0.1% | -2.4% | -2.4% |
| 30D | -4.8% | +0.3% | -5.1% | -4.8% |
| 3M | -8.1% | +32.9% | -41.0% | -9.3% |
| 6M | -4.2% | +32.1% | -36.3% | -5.5% |
| YTD | -1.3% | +23.4% | -24.7% | -2.4% |
| 1Y | +2.1% | +34.1% | -31.9% | +0.3% |
| 3Y | +108.9% | +2.2% | +106.7% | +107.2% |
| 5Y | +114.5% | -41.8% | +156.3% | +111.7% |
| All | +114.5% | -42.1% | +156.6% | +111.7% |
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 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