+231.7%
CTVA vs TECH
+50.3%
+181.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | +4.9% | +0.1% | +4.8% | +4.9% |
| 30D | +11.9% | +0.7% | +11.2% | +11.8% |
| 3M | +13.7% | +36.3% | -22.7% | +6.1% |
| 6M | +13.1% | +25.6% | -12.4% | +6.4% |
| YTD | +32.0% | +23.7% | +8.3% | +24.2% |
| 1Y | +22.1% | +37.6% | -15.6% | +11.0% |
| 3Y | +77.5% | -6.6% | +84.1% | +72.8% |
| 5Y | +106.3% | -42.2% | +148.5% | +123.8% |
| All | +231.7% | +50.3% | +181.3% | +105.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling