+174.5%
CIEN vs TECH
+36.9%
+137.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -15.2% | +0.1% | -15.3% | -15.2% |
| 30D | -21.5% | +0.7% | -22.2% | -21.5% |
| 3M | -40.1% | +36.3% | -76.4% | -39.7% |
| 6M | -6.6% | +25.6% | -32.1% | -5.1% |
| YTD | +37.3% | +23.7% | +13.6% | +37.9% |
| 1Y | +174.5% | +37.6% | +136.9% | +173.5% |
| All | +174.5% | +36.9% | +137.6% | +173.5% |
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