+29.3%
TECH vs BR
+15.2%
+14.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +0.1% | +1.9% | -1.8% | -0.6% |
| 30D | +0.3% | +15.9% | -15.6% | -5.2% |
| 3M | +1.0% | +13.7% | -12.6% | -4.1% |
| 6M | +54.0% | +31.0% | +23.0% | +36.6% |
| YTD | +24.3% | -12.0% | +36.3% | +37.5% |
| 1Y | +23.7% | -11.5% | +35.2% | +36.3% |
| All | +29.3% | +15.2% | +14.1% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling