+142.8%
CI vs TECH
+187.9%
-45.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | +1.2% | +0.1% | +1.0% | +1.1% |
| 30D | +2.6% | +0.5% | +2.0% | +2.5% |
| 3M | +7.4% | +1.1% | +6.3% | +7.2% |
| 6M | -0.1% | +62.8% | -62.9% | -8.5% |
| YTD | +9.7% | +24.5% | -14.7% | +4.0% |
| 1Y | +12.1% | +20.6% | -8.5% | +6.8% |
| 3Y | +7.0% | +29.5% | -22.4% | -4.0% |
| 5Y | +49.7% | -40.9% | +90.6% | +62.8% |
| All | +142.8% | +187.9% | -45.1% | +32.9% |
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 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