+27.2%
CB vs TECH
+26.8%
+0.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -1.5% | +0.2% | -1.7% | -1.5% |
| 30D | +6.5% | +0.5% | +6.0% | +6.5% |
| 3M | +4.1% | +0.9% | +3.2% | +4.1% |
| 6M | +14.4% | +51.0% | -36.6% | +15.6% |
| YTD | +17.5% | +24.4% | -6.9% | +18.7% |
| All | +27.2% | +26.8% | +0.5% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling