+18,237.3%
COR vs TECH
+10,455.1%
+7,782.2%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +6.8% | +0.5% | +6.3% | +6.7% |
| 3M | +8.1% | +0.9% | +7.2% | +8.0% |
| 6M | +33.0% | +51.0% | -18.0% | +23.6% |
| YTD | +3.0% | +24.4% | -21.4% | -1.7% |
| 1Y | -3.4% | +27.6% | -31.0% | -8.2% |
| 3Y | +80.1% | +29.9% | +50.2% | +64.5% |
| 5Y | +194.7% | -40.6% | +235.4% | +203.3% |
| 10Y | +512.3% | +196.7% | +315.5% | +362.9% |
| All | +18,237.3% | +10,455.1% | +7,782.2% | +8,733.6% |
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