-35.3%
CLS vs TECH
+26.8%
-62.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -38.5% |
| 3M | -29.9% | +0.9% | -30.7% | -30.0% |
| 6M | -40.6% | +51.0% | -91.7% | -45.9% |
| YTD | -24.6% | +24.4% | -49.0% | -31.2% |
| All | -35.3% | +26.8% | -62.1% | -41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling