+30.2%
CNH vs TECH
+29.6%
+0.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +3.0% | +0.1% | +2.9% | +3.0% |
| 30D | -0.6% | +0.5% | -1.1% | -0.7% |
| 3M | +14.6% | +1.1% | +13.5% | +14.3% |
| 6M | +11.8% | +62.8% | -51.1% | -3.2% |
| YTD | +30.4% | +24.5% | +6.0% | +20.2% |
| 1Y | +19.1% | +20.6% | -1.6% | +10.8% |
| 3Y | +30.2% | +29.5% | +0.7% | +15.5% |
| All | +30.2% | +29.6% | +0.6% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling