-29.7%
RIG vs TECH
+1.4%
-31.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | -8.2% | -0.1% | -8.1% | -8.2% |
| 30D | -0.2% | +0.3% | -0.5% | -0.2% |
| 3M | -2.7% | +32.9% | -35.7% | -9.9% |
| 6M | -7.5% | +32.1% | -39.5% | -15.9% |
| YTD | +38.3% | +23.4% | +14.9% | +28.6% |
| 1Y | +81.8% | +34.1% | +47.8% | +63.3% |
| All | -29.7% | +1.4% | -31.1% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling