+6,646.7%
CB vs TECH
+9,410.2%
-2,763.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -3.1% | +0.7% | -3.8% | -3.2% |
| 3M | +9.0% | +36.3% | -27.4% | +3.6% |
| 6M | +2.9% | +25.6% | -22.7% | -1.7% |
| YTD | +10.1% | +23.7% | -13.6% | +5.2% |
| 1Y | +22.8% | +37.6% | -14.9% | +14.9% |
| 3Y | +73.8% | -6.6% | +80.4% | +68.4% |
| 5Y | +99.2% | -42.2% | +141.4% | +104.8% |
| 10Y | +218.2% | +187.6% | +30.6% | +148.7% |
| All | +6,646.7% | +9,410.2% | -2,763.6% | +3,554.6% |
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 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