+62.2%
COP vs TECH
+23.9%
+38.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +3.4% | +0.2% | +3.1% | +3.4% |
| 30D | -0.6% | +0.5% | -1.1% | -0.6% |
| 3M | +10.8% | +1.0% | +9.8% | +10.8% |
| 6M | +19.6% | +54.1% | -34.4% | +22.9% |
| YTD | +52.9% | +24.4% | +28.5% | +57.1% |
| 1Y | +62.2% | +19.3% | +42.9% | +67.4% |
| All | +62.2% | +23.9% | +38.3% | +67.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling