+4,537.5%
COP vs TECH
+101,598.5%
-97,061.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -6.1% | +0.2% | -6.3% | -6.1% |
| 30D | +1.1% | +0.5% | +0.6% | +1.1% |
| 3M | +10.9% | +1.1% | +9.9% | +10.8% |
| 6M | +20.8% | +51.0% | -30.3% | +14.5% |
| YTD | +48.0% | +24.4% | +23.7% | +42.5% |
| 1Y | +58.5% | +27.4% | +31.1% | +52.1% |
| 3Y | +28.1% | +28.5% | -0.4% | +20.7% |
| 5Y | +120.5% | -40.9% | +161.3% | +124.8% |
| 10Y | +310.1% | +192.5% | +117.6% | +246.7% |
| All | +4,537.5% | +101,598.5% | -97,061.0% | +2,721.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling