+71.5%
CART vs TECH
+4.1%
+67.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | +27.1% | +0.3% | +26.8% | +27.0% |
| 3M | +27.4% | +1.0% | +26.4% | +27.3% |
| 6M | +32.1% | +28.6% | +3.5% | +26.9% |
| YTD | +28.5% | +24.1% | +4.4% | +23.6% |
| 1Y | +58.8% | +21.9% | +36.9% | +53.0% |
| 3Y | +114.8% | +25.7% | +89.1% | +86.8% |
| All | +71.5% | +4.1% | +67.4% | +60.6% |
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