+5,967.0%
CF vs TECH
+601.9%
+5,365.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | +14.8% | +0.7% | +14.1% | +14.6% |
| 3M | +14.1% | +36.3% | -22.3% | +2.5% |
| 6M | +28.5% | +25.6% | +3.0% | +16.3% |
| YTD | +74.9% | +23.7% | +51.3% | +58.3% |
| 1Y | +61.7% | +37.6% | +24.0% | +39.3% |
| 3Y | +80.3% | -6.6% | +86.9% | +68.4% |
| 5Y | +226.0% | -42.2% | +268.2% | +255.9% |
| 10Y | +569.9% | +187.6% | +382.3% | +195.4% |
| All | +5,967.0% | +601.9% | +5,365.1% | +1,567.0% |
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