+7,803.6%
CI vs TECH
+101,542.6%
-93,739.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | +5.4% | +0.3% | +5.1% | +5.4% |
| 3M | +7.3% | +1.3% | +5.9% | +7.1% |
| 6M | +5.3% | +54.0% | -48.7% | -1.0% |
| YTD | +8.5% | +24.3% | -15.8% | +4.1% |
| 1Y | +17.1% | +25.8% | -8.7% | +12.1% |
| 3Y | +1.4% | +26.0% | -24.6% | -5.0% |
| 5Y | +50.5% | -40.1% | +90.6% | +53.7% |
| 10Y | +168.5% | +210.6% | -42.1% | +117.6% |
| All | +7,803.6% | +101,542.6% | -93,739.0% | +4,383.6% |
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