+68.8%
RMD vs TECH
+25.7%
+43.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +1.2% | +0.2% | +1.0% | +1.2% |
| 30D | +2.5% | +0.5% | +2.0% | +2.4% |
| 3M | +11.5% | +0.9% | +10.7% | +11.4% |
| 6M | +14.7% | +51.0% | -36.4% | +4.3% |
| YTD | -1.3% | +24.4% | -25.7% | -7.2% |
| 1Y | -5.3% | +27.6% | -32.8% | -11.5% |
| 3Y | +68.8% | +29.9% | +38.8% | +48.1% |
| All | +68.8% | +25.7% | +43.0% | +48.1% |
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