+75.7%
CTVA vs TECH
+1.4%
+74.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | -5.8% | -0.1% | -5.7% | -5.8% |
| 30D | +11.1% | +0.3% | +10.8% | +11.0% |
| 3M | +13.2% | +32.9% | -19.7% | +8.6% |
| 6M | +8.7% | +32.1% | -23.3% | +3.8% |
| YTD | +27.3% | +23.4% | +3.9% | +22.6% |
| 1Y | +18.0% | +34.1% | -16.1% | +11.2% |
| All | +75.7% | +1.4% | +74.2% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling