+37.4%
BX vs TECH
+29.5%
+8.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | +7.3% | +0.3% | +7.0% | +7.2% |
| 3M | -16.3% | +1.0% | -17.3% | -16.6% |
| 6M | +2.5% | +54.0% | -51.5% | -12.1% |
| YTD | -17.6% | +24.3% | -41.9% | -24.9% |
| 1Y | -12.4% | +23.7% | -36.1% | -20.3% |
| All | +37.4% | +29.5% | +8.0% | +16.4% |
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