+3,682.3%
CLS vs TECH
-42.1%
+3,724.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.0% |
| 3M | -10.3% | +32.9% | -43.2% | -18.8% |
| 6M | +24.5% | +32.1% | -7.6% | +11.4% |
| YTD | +12.9% | +23.4% | -10.5% | +2.7% |
| 1Y | +36.7% | +34.1% | +2.6% | +20.2% |
| 3Y | +1,328.1% | +2.2% | +1,325.9% | +1,229.3% |
| 5Y | +3,682.3% | -41.8% | +3,724.1% | +3,965.4% |
| All | +3,682.3% | -42.1% | +3,724.5% | +3,965.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling