+27.2%
CB vs TECH
+23.9%
+3.3%
-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% | +0.3% | +0.4% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | +7.4% | +0.5% | +6.9% | +7.4% |
| 3M | +8.6% | +1.0% | +7.7% | +8.6% |
| 6M | +16.1% | +54.1% | -37.9% | +17.7% |
| YTD | +20.2% | +24.4% | -4.2% | +21.9% |
| 1Y | +27.2% | +19.3% | +7.9% | +28.6% |
| All | +27.2% | +23.9% | +3.3% | +28.6% |
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 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