+109.5%
CF vs TECH
-41.1%
+150.6%
-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% | -0.2% | -0.1% |
| 7D | -0.9% | +0.2% | -1.1% | -0.9% |
| 30D | +6.9% | +0.5% | +6.4% | +6.9% |
| 3M | +4.8% | +0.9% | +4.0% | +4.8% |
| 6M | +4.7% | +51.0% | -46.4% | +0.3% |
| YTD | +56.5% | +24.4% | +32.1% | +52.3% |
| 1Y | +48.4% | +27.6% | +20.8% | +43.9% |
| 3Y | +59.1% | +29.9% | +29.2% | +50.2% |
| 5Y | +109.5% | -40.6% | +150.2% | +123.6% |
| All | +109.5% | -41.1% | +150.6% | +123.6% |
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 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