+2.5%
TECH vs BTG
+99.9%
-97.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.7% | -0.3% |
| 7D | -0.1% | +2.4% | -2.5% | -0.4% |
| 30D | +0.3% | +9.5% | -9.2% | -1.0% |
| 3M | +32.9% | +38.5% | -5.6% | +26.8% |
| 6M | +32.1% | +5.6% | +26.4% | +30.0% |
| YTD | +23.4% | +23.9% | -0.5% | +17.8% |
| 1Y | +34.1% | +32.1% | +1.9% | +25.7% |
| All | +2.5% | +99.9% | -97.4% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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