+1,770.7%
CVS vs TECH
+101,570.6%
-99,799.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.0% | +0.1% | +11.9% | +11.9% |
| 30D | +2.8% | +0.3% | +2.4% | +2.7% |
| 3M | -3.6% | +1.0% | -4.6% | -3.7% |
| 6M | -1.6% | +54.0% | -55.6% | -6.7% |
| YTD | +16.3% | +24.3% | -8.1% | +11.9% |
| 1Y | +15.5% | +23.7% | -8.2% | +11.2% |
| 3Y | +48.1% | +28.5% | +19.7% | +38.8% |
| 5Y | +12.3% | -41.2% | +53.5% | +14.6% |
| 10Y | +62.7% | +189.2% | -126.5% | +34.2% |
| All | +1,770.7% | +101,570.6% | -99,799.9% | +984.5% |
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 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