+101,612.5%
TECH vs CHD
+11,557.1%
+90,055.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.3% |
| 7D | +0.2% | +0.8% | -0.6% | 0.0% |
| 30D | +0.5% | +13.5% | -12.9% | -2.4% |
| 3M | +0.9% | +8.1% | -7.3% | -1.0% |
| 6M | +51.0% | +19.9% | +31.2% | +44.5% |
| YTD | +24.4% | +34.0% | -9.6% | +15.8% |
| 1Y | +27.6% | +29.8% | -2.2% | +19.6% |
| 3Y | +29.9% | +28.7% | +1.2% | +21.1% |
| 5Y | -40.6% | +31.8% | -72.4% | -45.5% |
| 10Y | +196.7% | +178.2% | +18.6% | +125.9% |
| All | +101,612.5% | +11,557.1% | +90,055.4% | +40,698.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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