+67.4%
RIG vs TECH
-41.0%
+108.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.1% | +4.1% |
| 7D | +5.7% | +0.1% | +5.6% | +5.7% |
| 30D | -0.7% | +0.5% | -1.2% | -0.9% |
| 3M | -3.1% | +1.1% | -4.2% | -3.5% |
| 6M | -16.3% | +62.8% | -79.1% | -29.1% |
| YTD | +34.1% | +24.5% | +9.7% | +21.8% |
| 1Y | +38.2% | +20.6% | +17.5% | +26.6% |
| 3Y | -15.3% | +29.5% | -44.8% | -29.0% |
| All | +67.4% | -41.0% | +108.3% | +48.9% |
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