+23.7%
TECH vs CRL
+101.9%
-78.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | +0.1% | +5.0% | -4.9% | -2.2% |
| 30D | +0.3% | +13.5% | -13.2% | -6.8% |
| 3M | +1.0% | +21.5% | -20.5% | -10.1% |
| 6M | +54.0% | +103.4% | -49.4% | -0.8% |
| YTD | +24.3% | +71.8% | -47.5% | -11.7% |
| 1Y | +23.7% | +97.5% | -73.8% | -19.7% |
| All | +23.7% | +101.9% | -78.2% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 1y: compounded portfolio wealth divided by compounded CRL 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…
1y analysis · Full analysis span regression · 6 months rolling