+196.7%
TECH vs BUD
-8.7%
+205.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | -0.3% |
| 7D | +0.2% | +1.3% | -1.1% | -0.2% |
| 30D | +0.5% | +10.0% | -9.5% | -2.4% |
| 3M | +0.9% | +1.6% | -0.7% | +0.1% |
| 6M | +51.0% | +6.5% | +44.5% | +47.4% |
| YTD | +24.4% | +34.8% | -10.5% | +12.3% |
| 1Y | +27.6% | +36.5% | -8.9% | +14.7% |
| 3Y | +29.9% | +49.0% | -19.0% | +12.9% |
| 5Y | -40.6% | +51.7% | -92.3% | -49.4% |
| 10Y | +196.7% | -7.5% | +204.3% | +175.2% |
| All | +196.7% | -8.7% | +205.5% | +175.2% |
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