+238.9%
CRM vs TECH
+189.9%
+49.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.9% | +1.9% |
| 7D | -4.4% | -0.4% | -4.0% | -4.3% |
| 30D | +28.1% | 0.0% | +28.2% | +28.2% |
| 3M | +48.8% | +33.7% | +15.2% | +30.3% |
| 6M | +28.3% | +34.9% | -6.6% | +9.7% |
| YTD | -6.0% | +23.2% | -29.2% | -16.9% |
| 1Y | +1.4% | +36.3% | -34.9% | -15.3% |
| 3Y | +11.8% | +2.3% | +9.6% | -0.6% |
| 5Y | -2.0% | -42.9% | +40.9% | +17.3% |
| All | +238.9% | +189.9% | +49.0% | +69.4% |
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