+549.5%
BTSG vs TECH
+1.8%
+547.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | +8.5% | +0.2% | +8.2% | +8.4% |
| 30D | +14.0% | +0.5% | +13.5% | +13.9% |
| 3M | +19.7% | +1.0% | +18.8% | +19.5% |
| 6M | +28.7% | +54.1% | -25.3% | +18.5% |
| YTD | +90.8% | +24.4% | +66.4% | +80.8% |
| 1Y | +112.4% | +19.3% | +93.1% | +102.9% |
| All | +549.5% | +1.8% | +547.8% | +532.2% |
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