+3,264.4%
CSGP vs TECH
+3,512.7%
-248.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | +2.3% | +0.7% | +1.6% | +2.1% |
| 3M | -8.2% | +36.3% | -44.5% | -17.3% |
| 6M | -35.1% | +25.6% | -60.6% | -40.7% |
| YTD | -54.0% | +23.7% | -77.7% | -57.9% |
| 1Y | -65.3% | +37.6% | -103.0% | -69.4% |
| 3Y | -62.6% | -6.6% | -56.0% | -64.0% |
| 5Y | -64.8% | -42.2% | -22.6% | -61.6% |
| 10Y | +45.1% | +187.6% | -142.5% | -0.4% |
| All | +3,264.4% | +3,512.7% | -248.3% | +896.3% |
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