+113.0%
COP vs TECH
-40.1%
+153.1%
-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% | +0.4% | +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% | +17.3% |
| 6M | +16.2% | +54.0% | -37.7% | +10.4% |
| YTD | +48.8% | +24.3% | +24.5% | +44.2% |
| 1Y | +64.1% | +25.8% | +38.3% | +58.6% |
| 3Y | +25.7% | +26.0% | -0.3% | +17.0% |
| All | +113.0% | -40.1% | +153.1% | +105.2% |
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