-39.8%
CHWY vs TECH
+41.1%
-80.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -12.0% | -0.5% | -11.5% | -11.8% |
| 30D | -6.2% | 0.0% | -6.2% | -6.2% |
| 3M | +5.5% | +37.4% | -31.9% | -10.5% |
| 6M | -17.8% | +36.9% | -54.7% | -31.8% |
| YTD | -36.2% | +23.1% | -59.3% | -44.6% |
| 1Y | -40.0% | +42.2% | -82.2% | -52.4% |
| 3Y | -8.3% | +1.9% | -10.3% | -19.0% |
| 5Y | -71.9% | -42.9% | -29.0% | -65.8% |
| All | -39.8% | +41.1% | -80.8% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling