+173.3%
CFG vs TECH
+25.9%
+147.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -0.9% | +0.2% | -1.1% | -0.9% |
| 30D | +1.1% | +0.3% | +0.7% | +1.0% |
| 3M | -12.0% | +1.3% | -13.3% | -12.3% |
| 6M | -2.2% | +54.0% | -56.2% | -14.2% |
| YTD | +11.4% | +24.3% | -12.9% | +2.8% |
| 1Y | +27.8% | +25.8% | +2.0% | +17.3% |
| 3Y | +173.3% | +26.0% | +147.3% | +124.8% |
| All | +173.3% | +25.9% | +147.4% | +124.8% |
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