+2.0%
RDW vs TECH
-11.0%
+13.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +0.9% | -0.4% | +1.3% | +1.0% |
| 30D | -21.3% | 0.0% | -21.2% | -21.3% |
| 3M | -37.9% | +33.7% | -71.5% | -46.1% |
| 6M | +12.3% | +34.9% | -22.6% | -5.5% |
| YTD | +39.7% | +23.2% | +16.6% | +23.2% |
| 1Y | +25.7% | +36.3% | -10.6% | +4.8% |
| 3Y | +230.8% | +2.3% | +228.6% | +201.8% |
| 5Y | -8.8% | -42.9% | +34.1% | -3.0% |
| All | +2.0% | -11.0% | +13.0% | +8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling