+950.6%
BX vs TECH
+512.4%
+438.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -2.0% | +0.2% | -2.1% | -2.1% |
| 30D | -2.3% | +0.1% | -2.4% | -2.4% |
| 3M | +18.5% | +37.5% | -19.0% | -2.0% |
| 6M | +23.7% | +34.6% | -10.9% | +0.8% |
| YTD | -10.4% | +23.5% | -33.8% | -23.8% |
| 1Y | -19.6% | +34.4% | -54.0% | -36.2% |
| 3Y | +30.8% | +2.3% | +28.5% | +13.7% |
| 5Y | +24.3% | -41.7% | +66.1% | +49.0% |
| 10Y | +679.5% | +177.6% | +501.8% | +202.8% |
| All | +950.6% | +512.4% | +438.3% | +120.0% |
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