-18.9%
CG vs TECH
+26.8%
-45.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.0% | +0.2% | +1.7% | +1.9% |
| 30D | +8.5% | +0.5% | +8.0% | +8.4% |
| 3M | -12.1% | +1.1% | -13.2% | -12.3% |
| 6M | -16.4% | +51.0% | -67.5% | -25.2% |
| YTD | -28.0% | +24.4% | -52.3% | -32.1% |
| 1Y | -18.9% | +27.4% | -46.3% | -24.0% |
| All | -18.9% | +26.8% | -45.7% | -24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling