-41.6%
CHWY vs TECH
+41.1%
-82.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.1% |
| 7D | -13.6% | -0.4% | -13.2% | -13.4% |
| 30D | -8.5% | 0.0% | -8.5% | -8.5% |
| 3M | +8.9% | +33.7% | -24.8% | -6.3% |
| 6M | -20.5% | +34.9% | -55.4% | -33.6% |
| YTD | -38.2% | +23.2% | -61.3% | -46.3% |
| 1Y | -43.3% | +36.3% | -79.6% | -54.0% |
| 3Y | -8.5% | +2.3% | -10.8% | -19.4% |
| 5Y | -72.7% | -42.9% | -29.9% | -66.9% |
| All | -41.6% | +41.1% | -82.7% | -55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling