+1,312.5%
CLS vs TECH
-0.6%
+1,313.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.7% |
| 7D | +12.8% | +0.2% | +12.6% | +12.7% |
| 30D | +3.8% | +0.1% | +3.7% | +3.8% |
| 3M | -14.6% | +37.5% | -52.1% | -22.3% |
| 6M | +32.2% | +34.6% | -2.3% | +19.9% |
| YTD | +11.6% | +23.5% | -11.9% | +3.3% |
| 1Y | +35.1% | +34.4% | +0.7% | +21.3% |
| 3Y | +1,312.5% | +2.3% | +1,310.3% | +1,318.3% |
| All | +1,312.5% | -0.6% | +1,313.1% | +1,318.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling