-54.6%
CSGP vs TECH
+21.1%
-75.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.8% | -4.7% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +10.7% | +0.3% | +10.3% | +10.6% |
| 3M | +3.3% | +1.3% | +1.9% | +3.1% |
| 6M | -10.3% | +54.0% | -64.3% | -18.8% |
| YTD | -54.6% | +24.3% | -78.9% | -56.5% |
| 1Y | -54.6% | +25.8% | -80.4% | -57.0% |
| All | -54.6% | +21.1% | -75.8% | -57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling