+106.3%
CNH vs TECH
+187.7%
-81.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.2% | -4.2% |
| 7D | +6.4% | +0.2% | +6.2% | +6.3% |
| 30D | -1.6% | +0.5% | -2.1% | -1.8% |
| 3M | +11.6% | +1.0% | +10.6% | +11.2% |
| 6M | +12.5% | +54.1% | -41.5% | -4.4% |
| YTD | +31.1% | +24.4% | +6.7% | +17.9% |
| 1Y | +17.0% | +19.3% | -2.3% | +6.8% |
| 3Y | +28.7% | +28.5% | +0.2% | +8.4% |
| 5Y | -17.4% | -41.0% | +23.5% | -7.4% |
| All | +106.3% | +187.7% | -81.5% | +3.5% |
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