-23.4%
RCL vs TECH
+34.5%
-57.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -0.5% | +0.2% | -0.6% | -0.5% |
| 30D | -17.3% | +0.1% | -17.5% | -17.4% |
| 3M | -2.8% | +37.5% | -40.3% | -7.4% |
| 6M | -4.4% | +34.6% | -39.0% | -9.5% |
| YTD | -4.2% | +23.5% | -27.7% | -9.5% |
| 1Y | -23.4% | +34.4% | -57.8% | -28.0% |
| All | -23.4% | +34.5% | -57.9% | -28.0% |
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