+440.6%
TECH vs BUD
+201.1%
+239.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | +0.7% | -5.7% | +6.4% | +2.4% |
| 3M | +36.3% | +3.1% | +33.2% | +34.8% |
| 6M | +25.6% | +7.9% | +17.7% | +21.8% |
| YTD | +23.7% | +27.3% | -3.6% | +13.8% |
| 1Y | +37.6% | +37.8% | -0.2% | +23.4% |
| 3Y | -6.6% | +49.8% | -56.4% | -19.0% |
| 5Y | -42.2% | +43.8% | -86.1% | -49.9% |
| 10Y | +187.6% | -22.6% | +210.2% | +185.4% |
| All | +440.6% | +201.1% | +239.5% | +241.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling