+402.2%
CAH vs TECH
-42.1%
+444.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.2% | -0.1% | -2.2% | -2.2% |
| 30D | +1.2% | +0.3% | +0.9% | +1.2% |
| 3M | +13.1% | +32.9% | -19.8% | +11.2% |
| 6M | +8.5% | +32.1% | -23.6% | +6.5% |
| YTD | +17.6% | +23.4% | -5.8% | +15.7% |
| 1Y | +60.7% | +34.1% | +26.6% | +56.6% |
| 3Y | +183.2% | +2.2% | +181.0% | +178.8% |
| 5Y | +402.2% | -41.8% | +444.0% | +411.2% |
| All | +402.2% | -42.1% | +444.3% | +411.2% |
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