+5,676.4%
CRM vs TECH
+748.7%
+4,927.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | +23.6% | +0.3% | +23.3% | +23.5% |
| 3M | +39.6% | +32.9% | +6.7% | +19.7% |
| 6M | +23.4% | +32.1% | -8.6% | +3.8% |
| YTD | -7.4% | +23.4% | -30.7% | -20.1% |
| 1Y | -2.3% | +34.1% | -36.4% | -20.3% |
| 3Y | +10.5% | +2.2% | +8.3% | -4.5% |
| 5Y | -4.7% | -41.8% | +37.1% | +10.3% |
| 10Y | +234.7% | +188.9% | +45.8% | +42.5% |
| All | +5,676.4% | +748.7% | +4,927.7% | +1,230.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling