+101,053.9%
TECH vs COO
+5,988.7%
+95,065.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | +0.1% | -2.2% | +2.3% | +0.3% |
| 30D | +0.7% | -7.0% | +7.7% | +1.4% |
| 3M | +36.3% | +12.2% | +24.1% | +34.7% |
| 6M | +25.6% | -15.1% | +40.7% | +27.6% |
| YTD | +23.7% | -15.1% | +38.8% | +25.7% |
| 1Y | +37.6% | +2.3% | +35.3% | +37.4% |
| 3Y | -6.6% | -23.7% | +17.1% | -4.2% |
| 5Y | -42.2% | -38.9% | -3.3% | -39.6% |
| 10Y | +187.6% | +49.9% | +137.6% | +181.7% |
| All | +101,053.9% | +5,988.7% | +95,065.2% | +78,805.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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