+192.6%
CFG vs TECH
+29.5%
+163.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | +3.1% | +0.3% | +2.8% | +3.0% |
| 3M | -9.7% | +1.0% | -10.7% | -10.0% |
| 6M | +6.7% | +54.0% | -47.3% | -6.2% |
| YTD | +15.2% | +24.3% | -9.1% | +6.3% |
| 1Y | +28.8% | +23.7% | +5.1% | +18.9% |
| All | +192.6% | +29.5% | +163.2% | +141.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling