+1,751.5%
CLS vs TECH
+204.1%
+1,547.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.1% | +7.8% | +7.8% |
| 7D | -10.6% | +0.2% | -10.8% | -10.6% |
| 30D | -38.4% | +0.5% | -39.0% | -38.6% |
| 3M | -29.9% | +0.9% | -30.7% | -30.1% |
| 6M | -40.6% | +51.0% | -91.7% | -49.3% |
| YTD | -24.6% | +24.4% | -49.0% | -32.1% |
| 1Y | -30.8% | +27.6% | -58.4% | -38.3% |
| 3Y | +811.7% | +29.9% | +781.8% | +666.9% |
| 5Y | +1,838.4% | -40.6% | +1,879.1% | +2,042.9% |
| 10Y | +1,751.5% | +196.7% | +1,554.8% | +933.6% |
| All | +1,751.5% | +204.1% | +1,547.3% | +933.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling