+6,002.7%
BTI vs TECH
+100,886.2%
-94,883.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -1.4% | +0.2% | -1.6% | -1.4% |
| 30D | -7.0% | +0.1% | -7.2% | -7.1% |
| 3M | -6.3% | +37.5% | -43.8% | -8.8% |
| 6M | -2.0% | +34.6% | -36.5% | -4.8% |
| YTD | +0.2% | +23.5% | -23.3% | -2.1% |
| 1Y | +3.8% | +34.4% | -30.6% | +0.5% |
| 3Y | +112.1% | +2.3% | +109.8% | +107.4% |
| 5Y | +113.6% | -41.7% | +155.3% | +116.6% |
| 10Y | +69.6% | +177.6% | -108.0% | +50.5% |
| All | +6,002.7% | +100,886.2% | -94,883.5% | +3,560.6% |
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