+183.5%
TECH vs BR
+190.5%
-7.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | -0.5% | -6.0% | +5.5% | +2.6% |
| 30D | 0.0% | -0.9% | +0.9% | +0.2% |
| 3M | +37.4% | +16.4% | +21.1% | +25.4% |
| 6M | +36.9% | -8.2% | +45.0% | +41.4% |
| YTD | +23.1% | -23.2% | +46.3% | +39.3% |
| 1Y | +42.2% | -30.9% | +73.2% | +70.8% |
| 3Y | +1.9% | -5.0% | +6.9% | +2.0% |
| 5Y | -42.9% | +8.8% | -51.7% | -47.7% |
| All | +183.5% | +190.5% | -7.0% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling