-37.7%
CAG vs TECH
+189.9%
-227.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | -5.7% | -0.4% | -5.3% | -5.6% |
| 30D | -2.4% | 0.0% | -2.4% | -2.4% |
| 3M | +9.8% | +33.7% | -23.9% | +5.9% |
| 6M | -10.8% | +34.9% | -45.7% | -14.6% |
| YTD | -10.8% | +23.2% | -34.0% | -13.7% |
| 1Y | -19.0% | +36.3% | -55.3% | -22.7% |
| 3Y | -39.7% | +2.3% | -42.0% | -41.5% |
| 5Y | -43.0% | -42.9% | -0.1% | -41.1% |
| All | -37.7% | +189.9% | -227.6% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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