+110.9%
CF vs TECH
-41.0%
+151.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | +4.8% | +0.1% | +4.6% | +4.8% |
| 30D | +4.7% | +0.5% | +4.2% | +4.7% |
| 3M | +7.4% | +1.1% | +6.3% | +7.3% |
| 6M | +0.6% | +62.8% | -62.2% | -4.3% |
| YTD | +64.1% | +24.5% | +39.7% | +59.7% |
| 1Y | +51.4% | +20.6% | +30.8% | +47.8% |
| 3Y | +67.8% | +29.5% | +38.3% | +58.5% |
| All | +110.9% | -41.0% | +151.9% | +123.7% |
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