+275.4%
RMD vs TECH
+179.6%
+95.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -4.7% | -0.1% | -4.7% | -4.7% |
| 30D | +0.2% | +0.3% | 0.0% | +0.2% |
| 3M | +12.0% | +32.9% | -20.9% | +0.7% |
| 6M | -12.5% | +32.1% | -44.6% | -22.5% |
| YTD | -7.9% | +23.4% | -31.3% | -16.8% |
| 1Y | -20.4% | +34.1% | -54.4% | -30.9% |
| 3Y | +53.1% | +2.2% | +50.9% | +40.0% |
| 5Y | -22.1% | -41.8% | +19.7% | -11.4% |
| 10Y | +275.4% | +188.9% | +86.5% | +91.9% |
| All | +275.4% | +179.6% | +95.9% | +91.9% |
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 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