+516.7%
CAH vs TECH
-41.0%
+557.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +3.5% | +0.1% | +3.3% | +3.4% |
| 30D | +13.5% | +0.5% | +12.9% | +13.4% |
| 3M | +21.8% | +1.1% | +20.7% | +21.8% |
| 6M | +51.5% | +62.8% | -11.3% | +47.5% |
| YTD | +38.1% | +24.5% | +13.6% | +35.9% |
| 1Y | +37.7% | +20.6% | +17.1% | +35.8% |
| 3Y | +179.6% | +29.5% | +150.1% | +170.5% |
| All | +516.7% | -41.0% | +557.7% | +513.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling