+191.7%
COP vs TECH
-41.8%
+233.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | +15.6% | +0.1% | +15.4% | +15.6% |
| 3M | +14.3% | +37.5% | -23.2% | +10.3% |
| 6M | +17.0% | +34.6% | -17.6% | +12.3% |
| YTD | +47.4% | +23.5% | +24.0% | +43.0% |
| 1Y | +52.4% | +34.4% | +18.0% | +45.4% |
| 3Y | +20.8% | +2.3% | +18.6% | +16.1% |
| 5Y | +191.7% | -41.7% | +233.4% | +188.2% |
| All | +191.7% | -41.8% | +233.5% | +188.2% |
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