+884.2%
TECH vs IBN
+1,726.4%
-842.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | -0.4% |
| 7D | +0.2% | +15.1% | -14.9% | -1.8% |
| 30D | +0.3% | +21.6% | -21.3% | -2.4% |
| 3M | +1.3% | +11.2% | -9.9% | -0.3% |
| 6M | +54.0% | +27.8% | +26.2% | +48.6% |
| YTD | +24.3% | +14.7% | +9.6% | +21.6% |
| 1Y | +25.8% | +14.4% | +11.4% | +23.1% |
| 3Y | +26.0% | +52.1% | -26.1% | +18.1% |
| 5Y | -40.1% | +70.7% | -110.8% | -44.8% |
| 10Y | +210.6% | +385.5% | -175.0% | +145.4% |
| All | +884.2% | +1,726.4% | -842.2% | +465.4% |
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