-1.0%
COR vs TECH
+20.9%
-21.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.8% | +2.8% |
| 7D | +7.6% | 0.0% | +7.6% | +7.6% |
| 30D | +6.8% | +0.4% | +6.4% | +6.7% |
| 3M | +16.0% | +1.0% | +15.1% | +15.8% |
| 6M | +41.0% | +62.7% | -21.6% | +26.0% |
| YTD | +6.9% | +24.3% | -17.4% | -1.5% |
| 1Y | -1.0% | +20.5% | -21.5% | -8.4% |
| All | -1.0% | +20.9% | -21.9% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling