+3,446.1%
CSGP vs TECH
+3,527.6%
-81.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +18.3% | +0.1% | +18.2% | +18.3% |
| 30D | +17.8% | +0.2% | +17.6% | +17.7% |
| 3M | +9.3% | +1.0% | +8.3% | +8.9% |
| 6M | -7.9% | +33.3% | -41.2% | -17.1% |
| YTD | -51.5% | +24.2% | -75.7% | -55.7% |
| 1Y | -53.3% | +19.7% | -73.0% | -56.9% |
| 3Y | -57.9% | +25.8% | -83.7% | -63.0% |
| 5Y | -61.3% | -39.9% | -21.4% | -58.2% |
| 10Y | +77.5% | +210.4% | -132.8% | +19.4% |
| All | +3,446.1% | +3,527.6% | -81.5% | +948.8% |
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