-8.5%
CHWY vs TECH
+1.2%
-9.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -13.6% | -0.4% | -13.2% | -13.5% |
| 30D | -8.5% | 0.0% | -8.5% | -8.5% |
| 3M | +8.9% | +33.7% | -24.8% | +0.5% |
| 6M | -20.5% | +34.9% | -55.4% | -27.6% |
| YTD | -38.2% | +23.2% | -61.3% | -42.3% |
| 1Y | -43.3% | +36.3% | -79.6% | -49.1% |
| 3Y | -8.5% | +2.3% | -10.8% | -7.9% |
| All | -8.5% | +1.2% | -9.8% | -7.9% |
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 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