+884.9%
TECH vs IBN
+1,756.6%
-871.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | +0.2% | +14.6% | -14.4% | -1.7% |
| 30D | +0.5% | +23.5% | -23.0% | -2.5% |
| 3M | +0.9% | +14.0% | -13.1% | -1.1% |
| 6M | +51.0% | +31.1% | +19.9% | +45.3% |
| YTD | +24.4% | +16.6% | +7.8% | +21.4% |
| 1Y | +27.6% | +14.9% | +12.7% | +24.8% |
| 3Y | +29.9% | +56.9% | -27.0% | +21.3% |
| 5Y | -40.6% | +69.7% | -110.3% | -45.3% |
| 10Y | +196.7% | +365.4% | -168.6% | +135.5% |
| All | +884.9% | +1,756.6% | -871.7% | +464.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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