+65.3%
RIG vs TECH
-42.4%
+107.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -4.2% | -0.5% | -3.6% | -4.0% |
| 30D | -0.7% | 0.0% | -0.7% | -0.7% |
| 3M | -4.0% | +37.4% | -41.4% | -13.4% |
| 6M | -6.3% | +36.9% | -43.2% | -17.4% |
| YTD | +39.7% | +23.1% | +16.6% | +27.8% |
| 1Y | +78.1% | +42.2% | +35.8% | +53.6% |
| 3Y | -29.5% | +1.9% | -31.4% | -34.6% |
| 5Y | +65.3% | -42.9% | +108.3% | +45.0% |
| All | +65.3% | -42.4% | +107.7% | +45.0% |
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 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