+158.3%
CAT vs TECH
+29.6%
+128.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | +7.4% | +0.1% | +7.3% | +7.4% |
| 30D | -19.7% | +0.5% | -20.2% | -19.8% |
| 3M | -29.6% | +1.1% | -30.7% | -29.8% |
| 6M | -33.2% | +62.8% | -96.0% | -40.8% |
| YTD | +5.7% | +24.5% | -18.8% | -1.5% |
| 1Y | +9.3% | +20.6% | -11.3% | +2.7% |
| 3Y | +158.3% | +29.5% | +128.9% | +136.9% |
| All | +158.3% | +29.6% | +128.7% | +136.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling