+7,131.2%
CB vs TECH
+9,456.2%
-2,325.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | +0.2% | +0.2% | +0.1% | +0.2% |
| 30D | +9.1% | +0.3% | +8.7% | +9.0% |
| 3M | +3.4% | +1.3% | +2.1% | +3.2% |
| 6M | +14.1% | +54.0% | -39.9% | +6.4% |
| YTD | +18.0% | +24.3% | -6.3% | +12.6% |
| 1Y | +30.1% | +25.8% | +4.3% | +23.8% |
| 3Y | +71.8% | +26.0% | +45.8% | +58.9% |
| 5Y | +101.8% | -40.1% | +141.9% | +106.6% |
| 10Y | +252.1% | +210.6% | +41.6% | +172.2% |
| All | +7,131.2% | +9,456.2% | -2,325.0% | +3,814.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling