+17,451.9%
COR vs TECH
+10,397.2%
+7,054.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.4% |
| 3M | +22.7% | +36.3% | -13.7% | +16.0% |
| 6M | -9.7% | +25.6% | -35.3% | -13.6% |
| YTD | -1.4% | +23.7% | -25.1% | -5.8% |
| 1Y | +13.9% | +37.6% | -23.7% | +6.5% |
| 3Y | +94.0% | -6.6% | +100.5% | +87.6% |
| 5Y | +184.0% | -42.2% | +226.2% | +193.4% |
| 10Y | +406.8% | +187.6% | +219.2% | +285.0% |
| All | +17,451.9% | +10,397.2% | +7,054.7% | +8,362.7% |
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