+36.3%
TECH vs CNI
+33.8%
+2.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | -0.4% | -0.4% | -0.1% | -0.3% |
| 30D | 0.0% | -2.7% | +2.7% | +0.6% |
| 3M | +33.7% | +3.9% | +29.7% | +31.7% |
| 6M | +34.9% | +16.4% | +18.5% | +30.4% |
| YTD | +23.2% | +25.8% | -2.6% | +16.0% |
| 1Y | +36.3% | +32.4% | +3.9% | +24.5% |
| All | +36.3% | +33.8% | +2.5% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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