+60.4%
CFG vs TECH
-41.0%
+101.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | +3.2% | +0.1% | +3.1% | +3.2% |
| 30D | +5.1% | +0.5% | +4.6% | +5.0% |
| 3M | -11.2% | +1.1% | -12.3% | -11.5% |
| 6M | +9.6% | +62.8% | -53.3% | -6.4% |
| YTD | +15.0% | +24.5% | -9.5% | +5.0% |
| 1Y | +29.9% | +20.6% | +9.2% | +19.8% |
| 3Y | +192.1% | +29.5% | +162.6% | +151.6% |
| All | +60.4% | -41.0% | +101.3% | +56.9% |
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