+289.9%
CAH vs TECH
+189.8%
+100.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.4% | -1.6% |
| 7D | -5.1% | -0.5% | -4.6% | -5.0% |
| 30D | -1.8% | 0.0% | -1.8% | -1.8% |
| 3M | +9.4% | +37.4% | -28.1% | +3.4% |
| 6M | +9.2% | +36.9% | -27.6% | +2.4% |
| YTD | +15.7% | +23.1% | -7.4% | +10.0% |
| 1Y | +59.7% | +42.2% | +17.5% | +47.0% |
| 3Y | +178.5% | +1.9% | +176.5% | +165.1% |
| 5Y | +398.3% | -42.9% | +441.2% | +445.4% |
| All | +289.9% | +189.8% | +100.1% | +97.0% |
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