+218.9%
CTVA vs TECH
+49.6%
+169.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -4.7% | -0.5% | -4.1% | -4.6% |
| 30D | +11.1% | 0.0% | +11.1% | +11.1% |
| 3M | +13.7% | +37.4% | -23.7% | +6.0% |
| 6M | +11.2% | +36.9% | -25.7% | +2.6% |
| YTD | +26.9% | +23.1% | +3.8% | +19.5% |
| 1Y | +18.8% | +42.2% | -23.4% | +7.2% |
| 3Y | +75.9% | +1.9% | +74.0% | +67.2% |
| 5Y | +105.2% | -42.9% | +148.1% | +123.5% |
| All | +218.9% | +49.6% | +169.3% | +97.7% |
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 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