+239.6%
RCL vs TECH
-41.7%
+281.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | -19.0% | +0.7% | -19.7% | -19.2% |
| 3M | -9.6% | +36.3% | -45.9% | -19.5% |
| 6M | -6.7% | +25.6% | -32.3% | -16.0% |
| YTD | -3.9% | +23.7% | -27.6% | -13.8% |
| 1Y | -25.1% | +37.6% | -62.7% | -36.4% |
| 3Y | +179.1% | -6.6% | +185.7% | +165.6% |
| All | +239.6% | -41.7% | +281.3% | +270.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling