+1,907.2%
CVS vs TECH
+101,053.8%
-99,146.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | +4.0% | +0.1% | +3.8% | +3.9% |
| 30D | -2.4% | +0.7% | -3.1% | -2.5% |
| 3M | +2.7% | +36.3% | -33.7% | -1.2% |
| 6M | +21.9% | +25.6% | -3.7% | +17.5% |
| YTD | +24.7% | +23.7% | +1.1% | +20.2% |
| 1Y | +35.4% | +37.6% | -2.2% | +28.5% |
| 3Y | +65.2% | -6.6% | +71.8% | +61.0% |
| 5Y | +30.5% | -42.2% | +72.8% | +33.4% |
| 10Y | +40.4% | +187.6% | -147.2% | +15.8% |
| All | +1,907.2% | +101,053.8% | -99,146.6% | +1,064.3% |
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