+3.4%
CNC vs TECH
-42.1%
+45.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | -3.8% | +0.3% | -4.1% | -3.8% |
| 3M | -3.2% | +32.9% | -36.2% | -7.4% |
| 6M | +47.9% | +32.1% | +15.8% | +40.3% |
| YTD | +55.7% | +23.4% | +32.3% | +49.0% |
| 1Y | +106.2% | +34.1% | +72.2% | +93.8% |
| 3Y | -2.1% | +2.2% | -4.2% | -4.9% |
| 5Y | +3.4% | -41.8% | +45.2% | +9.3% |
| All | +3.4% | -42.1% | +45.5% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling