+377.3%
CSCO vs TECH
+179.6%
+197.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | 0.0% | -0.1% | 0.0% | 0.0% |
| 30D | -10.7% | +0.3% | -11.0% | -10.8% |
| 3M | -8.7% | +32.9% | -41.7% | -15.8% |
| 6M | +44.9% | +32.1% | +12.8% | +32.2% |
| YTD | +44.1% | +23.4% | +20.8% | +33.5% |
| 1Y | +65.9% | +34.1% | +31.8% | +48.8% |
| 3Y | +109.0% | +2.2% | +106.8% | +94.2% |
| 5Y | +114.8% | -41.8% | +156.6% | +137.3% |
| 10Y | +377.3% | +188.9% | +188.4% | +143.4% |
| All | +377.3% | +179.6% | +197.8% | +143.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling