+43.3%
CTVA vs TECH
+29.6%
+13.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.6% | +2.6% |
| 7D | -20.8% | +0.1% | -20.9% | -20.8% |
| 30D | -29.6% | +0.5% | -30.2% | -29.7% |
| 3M | -16.9% | +1.1% | -18.0% | -17.0% |
| 6M | -24.3% | +62.8% | -87.1% | -29.2% |
| YTD | -5.6% | +24.5% | -30.1% | -8.9% |
| 1Y | -4.2% | +20.6% | -24.8% | -7.2% |
| 3Y | +43.3% | +29.5% | +13.8% | +29.1% |
| All | +43.3% | +29.6% | +13.7% | +29.1% |
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