+347.9%
TECH vs BTG
+392.0%
-44.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | +0.7% | +36.8% | -36.1% | -0.9% |
| 3M | +36.3% | +23.1% | +13.2% | +34.7% |
| 6M | +25.6% | +3.5% | +22.1% | +24.8% |
| YTD | +23.7% | +25.5% | -1.8% | +21.7% |
| 1Y | +37.6% | +40.1% | -2.5% | +34.6% |
| 3Y | -6.6% | +101.1% | -107.7% | -10.6% |
| 5Y | -42.2% | +70.6% | -112.8% | -44.6% |
| 10Y | +187.6% | +152.1% | +35.4% | +171.6% |
| All | +347.9% | +392.0% | -44.1% | +279.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling