+29.7%
RCL vs TECH
+26.8%
+2.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | +5.0% | +0.2% | +4.7% | +4.9% |
| 30D | +19.4% | +0.5% | +18.9% | +19.3% |
| 3M | +5.9% | +0.9% | +5.1% | +5.8% |
| 6M | +23.8% | +51.0% | -27.2% | +16.5% |
| YTD | +22.8% | +24.4% | -1.6% | +13.1% |
| All | +29.7% | +26.8% | +2.9% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling