+7,463.6%
CI vs TECH
+101,053.8%
-93,590.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +4.4% | +0.7% | +3.7% | +4.3% |
| 3M | +0.7% | +36.3% | -35.7% | -3.7% |
| 6M | +0.3% | +25.6% | -25.2% | -3.6% |
| YTD | +3.8% | +23.7% | -19.9% | -0.3% |
| 1Y | -5.5% | +37.6% | -43.1% | -10.8% |
| 3Y | +8.1% | -6.6% | +14.7% | +5.3% |
| 5Y | +42.8% | -42.2% | +85.0% | +46.5% |
| 10Y | +143.9% | +187.6% | -43.7% | +99.4% |
| All | +7,463.6% | +101,053.8% | -93,590.3% | +4,193.3% |
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