+45.1%
CG vs TECH
+25.6%
+19.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | +5.0% | +0.3% | +4.7% | +4.9% |
| 3M | -18.2% | +1.3% | -19.5% | -18.5% |
| 6M | -20.7% | +54.0% | -74.7% | -31.4% |
| YTD | -31.4% | +24.3% | -55.7% | -36.9% |
| 1Y | -22.3% | +25.8% | -48.1% | -28.8% |
| All | +45.1% | +25.6% | +19.5% | +29.4% |
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