+21.9%
CTAS vs TECH
+21.0%
+0.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +2.0% | +0.1% | +1.8% | +2.0% |
| 30D | +8.7% | +0.5% | +8.2% | +8.7% |
| 3M | +13.3% | +1.1% | +12.2% | +13.2% |
| 6M | +39.4% | +62.8% | -23.4% | +34.0% |
| YTD | +21.5% | +24.5% | -3.0% | +18.6% |
| 1Y | +21.9% | +20.6% | +1.2% | +19.4% |
| All | +21.9% | +21.0% | +0.9% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling