+0.2%
CTAS vs TECH
+34.2%
-34.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | +15.8% | +37.5% | -21.7% | +12.8% |
| 6M | -1.0% | +34.6% | -35.6% | -4.2% |
| YTD | +7.4% | +23.5% | -16.1% | +4.8% |
| All | +0.2% | +34.2% | -34.0% | -2.7% |
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 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