+332.7%
CAT vs TECH
-42.1%
+374.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | +2.9% | -0.1% | +3.0% | +3.0% |
| 30D | -2.6% | +0.3% | -2.9% | -2.7% |
| 3M | -10.7% | +32.9% | -43.6% | -16.7% |
| 6M | +16.1% | +32.1% | -15.9% | +7.1% |
| YTD | +43.2% | +23.4% | +19.9% | +34.0% |
| 1Y | +96.8% | +34.1% | +62.8% | +79.2% |
| 3Y | +201.4% | +2.2% | +199.2% | +185.0% |
| 5Y | +332.7% | -41.8% | +374.5% | +325.7% |
| All | +332.7% | -42.1% | +374.8% | +325.7% |
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