+189.3%
TECH vs BR
+277.7%
-88.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.2% |
| 7D | +0.1% | +1.1% | -0.9% | -0.4% |
| 30D | +0.5% | +14.4% | -13.9% | -6.4% |
| 3M | +1.1% | +12.4% | -11.3% | -5.4% |
| 6M | +62.8% | +35.4% | +27.4% | +36.5% |
| YTD | +24.5% | -12.2% | +36.6% | +31.2% |
| 1Y | +20.6% | -12.7% | +33.4% | +27.7% |
| 3Y | +29.5% | +14.3% | +15.2% | +17.1% |
| 5Y | -40.9% | +19.3% | -60.2% | -48.7% |
| All | +189.3% | +277.7% | -88.4% | +64.5% |
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