+105.9%
CB vs TECH
-41.4%
+147.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.5% |
| 6M | +16.1% | +54.1% | -37.9% | +12.6% |
| YTD | +20.2% | +24.4% | -4.2% | +17.9% |
| 1Y | +27.2% | +19.3% | +7.9% | +25.1% |
| 3Y | +72.7% | +28.5% | +44.2% | +63.8% |
| 5Y | +105.9% | -41.0% | +146.9% | +116.6% |
| All | +105.9% | -41.4% | +147.3% | +116.6% |
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 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