+90.5%
COR vs TECH
-2.1%
+92.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.9% |
| 7D | +2.8% | +0.1% | +2.7% | +2.8% |
| 30D | +4.5% | +0.7% | +3.8% | +4.5% |
| 3M | +22.7% | +36.3% | -13.7% | +21.1% |
| 6M | -9.7% | +25.6% | -35.3% | -10.7% |
| YTD | -1.4% | +23.7% | -25.1% | -2.6% |
| 1Y | +13.9% | +37.6% | -23.7% | +13.0% |
| All | +90.5% | -2.1% | +92.5% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling