+452.1%
BTSG vs TECH
+1.2%
+450.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | -3.6% | +0.7% | -4.3% | -3.7% |
| 3M | +5.8% | +36.3% | -30.5% | -0.3% |
| 6M | +44.7% | +25.6% | +19.2% | +37.3% |
| YTD | +62.2% | +23.7% | +38.5% | +53.8% |
| 1Y | +152.1% | +37.6% | +114.5% | +132.7% |
| All | +452.1% | +1.2% | +450.9% | +437.9% |
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