+15,232.8%
CAH vs TECH
+101,053.8%
-85,821.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +3.3% | +0.7% | +2.6% | +3.2% |
| 3M | +22.8% | +36.3% | -13.6% | +17.7% |
| 6M | +11.3% | +25.6% | -14.3% | +7.0% |
| YTD | +21.1% | +23.7% | -2.6% | +16.5% |
| 1Y | +67.2% | +37.6% | +29.6% | +58.0% |
| 3Y | +195.6% | -6.6% | +202.2% | +188.1% |
| 5Y | +413.8% | -42.2% | +456.1% | +426.1% |
| 10Y | +309.6% | +187.6% | +122.0% | +235.3% |
| All | +15,232.8% | +101,053.8% | -85,821.0% | +7,120.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling