+1,401.6%
CRS vs TECH
-42.4%
+1,444.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -4.1% | -0.5% | -3.6% | -3.9% |
| 30D | -16.6% | 0.0% | -16.6% | -16.6% |
| 3M | -14.3% | +37.4% | -51.7% | -24.0% |
| 6M | +11.6% | +36.9% | -25.3% | -2.6% |
| YTD | +42.6% | +23.1% | +19.5% | +28.8% |
| 1Y | +81.8% | +42.2% | +39.6% | +54.3% |
| 3Y | +632.1% | +1.9% | +630.1% | +578.8% |
| 5Y | +1,401.6% | -42.9% | +1,444.6% | +1,484.5% |
| All | +1,401.6% | -42.4% | +1,444.0% | +1,484.5% |
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 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