+160.7%
CNH vs TECH
+179.6%
-18.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | +1.8% | -0.1% | +1.9% | +1.9% |
| 30D | +32.6% | +0.3% | +32.3% | +32.5% |
| 3M | +29.4% | +32.9% | -3.5% | +16.3% |
| 6M | +26.0% | +32.1% | -6.1% | +11.1% |
| YTD | +52.2% | +23.4% | +28.8% | +37.2% |
| 1Y | +23.9% | +34.1% | -10.2% | +7.3% |
| 3Y | +10.1% | +2.2% | +7.9% | +1.5% |
| 5Y | +13.2% | -41.8% | +55.0% | +27.2% |
| 10Y | +160.7% | +188.9% | -28.3% | +21.6% |
| All | +160.7% | +179.6% | -18.9% | +21.6% |
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