+3,038.3%
CLS vs TECH
+179.6%
+2,858.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +20.1% | -0.1% | +20.2% | +20.1% |
| 30D | +6.0% | +0.3% | +5.8% | +5.9% |
| 3M | -10.3% | +32.9% | -43.2% | -19.4% |
| 6M | +24.5% | +32.1% | -7.6% | +10.5% |
| YTD | +12.9% | +23.4% | -10.5% | +1.9% |
| 1Y | +36.7% | +34.1% | +2.6% | +19.1% |
| 3Y | +1,328.1% | +2.2% | +1,325.9% | +1,218.4% |
| 5Y | +3,682.3% | -41.8% | +3,724.1% | +4,095.7% |
| 10Y | +3,038.3% | +188.9% | +2,849.4% | +1,788.4% |
| All | +3,038.3% | +179.6% | +2,858.7% | +1,788.4% |
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