+7,212.2%
CB vs TECH
+9,461.4%
-2,249.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.7% | +0.2% | +0.5% | +0.7% |
| 30D | +8.2% | +0.5% | +7.7% | +8.1% |
| 3M | +6.3% | +1.1% | +5.2% | +6.1% |
| 6M | +16.2% | +51.0% | -34.8% | +8.7% |
| YTD | +19.3% | +24.4% | -5.0% | +13.9% |
| 1Y | +29.2% | +27.4% | +1.8% | +22.7% |
| 3Y | +71.4% | +28.5% | +43.0% | +58.2% |
| 5Y | +104.2% | -40.9% | +145.1% | +109.5% |
| 10Y | +246.7% | +192.5% | +54.2% | +170.4% |
| All | +7,212.2% | +9,461.4% | -2,249.2% | +3,857.8% |
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