+115.6%
CRBG vs TECH
-6.3%
+121.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.4% | +1.4% |
| 7D | +0.6% | -0.4% | +1.0% | +0.7% |
| 30D | +2.6% | 0.0% | +2.7% | +2.6% |
| 3M | +24.0% | +33.7% | -9.7% | +14.7% |
| 6M | +50.5% | +34.9% | +15.6% | +37.4% |
| YTD | +17.1% | +23.2% | -6.0% | +9.5% |
| 1Y | +5.9% | +36.3% | -30.4% | -4.2% |
| 3Y | +122.7% | +2.3% | +120.5% | +109.9% |
| All | +115.6% | -6.3% | +121.9% | +103.5% |
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