+12.1%
CI vs TECH
+20.9%
-8.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +1.2% | 0.0% | +1.1% | +1.2% |
| 30D | +2.6% | +0.4% | +2.1% | +2.6% |
| 3M | +7.4% | +1.0% | +6.4% | +7.4% |
| 6M | -0.1% | +62.7% | -62.8% | +0.8% |
| YTD | +9.7% | +24.3% | -14.6% | +8.1% |
| 1Y | +12.1% | +20.5% | -8.4% | +10.9% |
| All | +12.1% | +20.9% | -8.7% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling