+13.1%
CNH vs TECH
-42.5%
+55.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.1% | +4.1% |
| 7D | +23.3% | +0.1% | +23.2% | +23.2% |
| 30D | +33.5% | +0.7% | +32.7% | +33.2% |
| 3M | +32.7% | +36.3% | -3.6% | +20.3% |
| 6M | +22.2% | +25.6% | -3.4% | +11.8% |
| YTD | +57.7% | +23.7% | +34.0% | +44.5% |
| 1Y | +28.0% | +37.6% | -9.7% | +12.4% |
| 3Y | +11.5% | -6.6% | +18.1% | +7.6% |
| All | +13.1% | -42.5% | +55.6% | +19.9% |
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