+198,812.8%
CSCO vs TECH
+85,952.6%
+112,860.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -4.7% | +0.2% | -4.9% | -4.7% |
| 30D | -17.1% | +0.5% | -17.6% | -17.2% |
| 3M | -19.6% | +1.1% | -20.7% | -19.8% |
| 6M | +2.4% | +51.0% | -48.6% | -6.9% |
| YTD | +29.8% | +24.4% | +5.4% | +21.7% |
| 1Y | +38.7% | +27.4% | +11.2% | +29.1% |
| 3Y | +101.3% | +28.5% | +72.9% | +81.3% |
| 5Y | +94.8% | -40.9% | +135.7% | +103.4% |
| 10Y | +324.2% | +192.5% | +131.7% | +210.4% |
| All | +198,812.8% | +85,952.6% | +112,860.1% | +86,045.9% |
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