+186.1%
COR vs TECH
-42.5%
+228.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +20.1% |
| 6M | -9.7% | +25.6% | -35.3% | -11.2% |
| YTD | -1.4% | +23.7% | -25.1% | -3.2% |
| 1Y | +13.9% | +37.6% | -23.7% | +11.4% |
| 3Y | +94.0% | -6.6% | +100.5% | +93.2% |
| All | +186.1% | -42.5% | +228.6% | +195.7% |
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 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