+25.7%
COP vs TECH
+25.9%
-0.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -11.5% | +0.2% | -11.7% | -11.5% |
| 30D | +5.0% | +0.3% | +4.6% | +4.9% |
| 3M | +17.5% | +1.3% | +16.2% | +17.4% |
| 6M | +16.2% | +54.0% | -37.7% | +11.8% |
| YTD | +48.8% | +24.3% | +24.5% | +45.7% |
| 1Y | +64.1% | +25.8% | +38.3% | +60.2% |
| 3Y | +25.7% | +26.0% | -0.3% | +17.8% |
| All | +25.7% | +25.9% | -0.2% | +17.8% |
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