+4,492.0%
COP vs TECH
+101,053.8%
-96,561.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | +3.0% | +0.1% | +2.9% | +3.0% |
| 30D | +17.5% | +0.7% | +16.8% | +17.4% |
| 3M | +13.4% | +36.3% | -23.0% | +8.9% |
| 6M | +17.7% | +25.6% | -7.8% | +13.4% |
| YTD | +46.6% | +23.7% | +22.9% | +41.2% |
| 1Y | +44.6% | +37.6% | +7.0% | +37.1% |
| 3Y | +20.7% | -6.6% | +27.3% | +18.0% |
| 5Y | +185.0% | -42.2% | +227.3% | +191.3% |
| 10Y | +347.0% | +187.6% | +159.4% | +278.4% |
| All | +4,492.0% | +101,053.8% | -96,561.9% | +2,695.7% |
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