+95.2%
CNC vs TECH
+189.9%
-94.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | -0.9% | -0.4% | -0.5% | -0.8% |
| 30D | -1.0% | 0.0% | -0.9% | -1.0% |
| 3M | +4.5% | +33.7% | -29.1% | -3.2% |
| 6M | +85.2% | +34.9% | +50.3% | +67.9% |
| YTD | +61.4% | +23.2% | +38.2% | +49.5% |
| 1Y | +94.9% | +36.3% | +58.6% | +74.4% |
| 3Y | 0.0% | +2.3% | -2.3% | -6.9% |
| 5Y | +11.2% | -42.9% | +54.1% | +24.7% |
| All | +95.2% | +189.9% | -94.7% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling