+6,857.8%
BTI vs TECH
+101,682.4%
-94,824.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +9.2% | +0.5% | +8.7% | +9.2% |
| 3M | +9.6% | +1.1% | +8.5% | +9.5% |
| 6M | -2.4% | +62.8% | -65.3% | -6.3% |
| YTD | +14.2% | +24.5% | -10.2% | +11.5% |
| 1Y | +20.3% | +20.6% | -0.3% | +17.7% |
| 3Y | +147.4% | +29.5% | +117.9% | +137.4% |
| 5Y | +155.4% | -40.9% | +196.4% | +159.0% |
| 10Y | +127.3% | +189.5% | -62.2% | +101.2% |
| All | +6,857.8% | +101,682.4% | -94,824.6% | +4,071.0% |
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