-5.1%
CNC vs TECH
-41.0%
+35.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.4% | +1.4% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +1.6% | +0.5% | +1.1% | +1.5% |
| 3M | +7.9% | +1.1% | +6.8% | +7.8% |
| 6M | +21.2% | +62.8% | -41.6% | +12.6% |
| YTD | +73.2% | +24.5% | +48.7% | +65.5% |
| 1Y | +97.5% | +20.6% | +76.8% | +89.8% |
| 3Y | -1.2% | +29.5% | -30.7% | -9.2% |
| All | -5.1% | -41.0% | +35.9% | -1.2% |
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