+177.6%
TECH vs BUD
-23.5%
+201.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.1% |
| 7D | +0.2% | +0.8% | -0.6% | 0.0% |
| 30D | +0.1% | -4.8% | +4.9% | +1.5% |
| 3M | +37.5% | +1.4% | +36.1% | +36.6% |
| 6M | +34.6% | +9.9% | +24.7% | +29.8% |
| YTD | +23.5% | +26.3% | -2.9% | +13.9% |
| 1Y | +34.4% | +36.1% | -1.8% | +21.0% |
| 3Y | +2.3% | +48.6% | -46.3% | -10.9% |
| 5Y | -41.7% | +45.0% | -86.7% | -49.6% |
| 10Y | +177.6% | -23.1% | +200.7% | +176.5% |
| All | +177.6% | -23.5% | +201.2% | +176.5% |
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