+206.4%
TECH vs BUD
-9.0%
+215.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.6% | +0.6% |
| 7D | +0.2% | +4.5% | -4.3% | -1.2% |
| 30D | +0.3% | +12.5% | -12.2% | -3.2% |
| 3M | +1.3% | 0.0% | +1.3% | +1.0% |
| 6M | +54.0% | +3.8% | +50.2% | +51.3% |
| YTD | +24.3% | +33.1% | -8.8% | +12.7% |
| 1Y | +25.8% | +35.5% | -9.7% | +13.4% |
| 3Y | +26.0% | +49.4% | -23.4% | +9.5% |
| 5Y | -40.1% | +48.0% | -88.2% | -48.5% |
| All | +206.4% | -9.0% | +215.4% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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