+4,405.6%
CNC vs TECH
+1,003.1%
+3,402.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -1.8% | +0.1% | -1.9% | -1.8% |
| 3M | -0.7% | +37.5% | -38.2% | -10.7% |
| 6M | +47.9% | +34.6% | +13.4% | +31.2% |
| YTD | +56.9% | +23.5% | +33.5% | +42.3% |
| 1Y | +123.9% | +34.4% | +89.5% | +96.1% |
| 3Y | -1.3% | +2.3% | -3.5% | -10.4% |
| 5Y | +2.8% | -41.7% | +44.5% | +10.3% |
| 10Y | +90.9% | +177.6% | -86.8% | +7.5% |
| All | +4,405.6% | +1,003.1% | +3,402.5% | +1,563.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling