+19.7%
TECH vs CAPR
+47.4%
-27.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.3% | -8.2% | +0.1% |
| 7D | +0.1% | +43.2% | -43.1% | -0.1% |
| 30D | +0.2% | +14.7% | -14.4% | +0.1% |
| 3M | +1.0% | +113.9% | -112.9% | +0.6% |
| 6M | +33.3% | -73.4% | +106.6% | +33.6% |
| YTD | +24.2% | -69.1% | +93.3% | +24.4% |
| 1Y | +19.7% | +47.2% | -27.5% | +18.7% |
| All | +19.7% | +47.4% | -27.7% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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