-41.3%
TECH vs BTG
+78.0%
-119.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -0.4% | -3.8% | +3.3% | +0.1% |
| 30D | 0.0% | +3.6% | -3.7% | -0.8% |
| 3M | +33.7% | +32.0% | +1.6% | +27.1% |
| 6M | +34.9% | +3.4% | +31.5% | +32.5% |
| YTD | +23.2% | +20.8% | +2.4% | +16.8% |
| 1Y | +36.3% | +22.4% | +13.9% | +27.8% |
| 3Y | +2.3% | +91.7% | -89.4% | -14.8% |
| All | -41.3% | +78.0% | -119.3% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling