+2.5%
TECH vs CNI
+19.3%
-16.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.4% |
| 7D | -0.1% | +0.9% | -0.9% | -0.6% |
| 30D | +0.3% | -2.1% | +2.4% | +1.4% |
| 3M | +32.9% | +1.8% | +31.1% | +31.2% |
| 6M | +32.1% | +14.8% | +17.3% | +20.4% |
| YTD | +23.4% | +25.4% | -2.0% | +5.3% |
| 1Y | +34.1% | +32.9% | +1.1% | +9.3% |
| All | +2.5% | +19.3% | -16.9% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling