+41.0%
CVS vs TECH
+189.8%
-148.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.0% | -0.5% | -1.5% | -1.9% |
| 30D | +1.9% | 0.0% | +1.9% | +1.9% |
| 3M | -2.2% | +37.4% | -39.6% | -5.8% |
| 6M | +26.7% | +36.9% | -10.1% | +20.8% |
| YTD | +22.9% | +23.1% | -0.2% | +18.5% |
| 1Y | +32.9% | +42.2% | -9.3% | +25.1% |
| 3Y | +62.3% | +1.9% | +60.3% | +57.0% |
| 5Y | +34.2% | -42.9% | +77.2% | +44.9% |
| All | +41.0% | +189.8% | -148.8% | -9.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling