+3,388.4%
CSGP vs TECH
+3,524.1%
-135.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +13.9% | -0.1% | +14.0% | +13.9% |
| 30D | +16.0% | +0.3% | +15.7% | +15.9% |
| 3M | +6.1% | +1.0% | +5.1% | +5.8% |
| 6M | -8.2% | +28.6% | -36.7% | -16.4% |
| YTD | -52.3% | +24.1% | -76.4% | -56.4% |
| 1Y | -54.5% | +21.9% | -76.4% | -58.2% |
| 3Y | -58.6% | +25.7% | -84.3% | -63.5% |
| 5Y | -61.5% | -40.2% | -21.3% | -58.3% |
| 10Y | +74.7% | +210.1% | -135.4% | +17.5% |
| All | +3,388.4% | +3,524.1% | -135.7% | +932.1% |
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