+0.6%
CEG vs TECH
+34.5%
-33.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +6.7% | +0.2% | +6.5% | +6.7% |
| 30D | +11.0% | +0.1% | +10.8% | +11.0% |
| 3M | +19.5% | +37.5% | -18.0% | +15.5% |
| 6M | -5.9% | +34.6% | -40.4% | -9.7% |
| YTD | -15.0% | +23.5% | -38.5% | -18.2% |
| 1Y | +0.6% | +34.4% | -33.8% | -2.3% |
| All | +0.6% | +34.5% | -33.9% | -2.3% |
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 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