+539.0%
CIEN vs TECH
+29.6%
+509.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.6% | -4.6% |
| 7D | +15.3% | +0.1% | +15.1% | +15.2% |
| 30D | -22.0% | +0.5% | -22.5% | -22.1% |
| 3M | -36.6% | +1.1% | -37.7% | -36.8% |
| 6M | -51.5% | +62.8% | -114.3% | -56.1% |
| YTD | +20.0% | +24.5% | -4.5% | +12.8% |
| 1Y | +44.5% | +20.6% | +23.8% | +37.0% |
| 3Y | +539.0% | +29.5% | +509.6% | +435.9% |
| All | +539.0% | +29.6% | +509.4% | +435.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling