-22.2%
RMD vs TECH
-41.8%
+19.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -4.5% | +0.2% | -4.6% | -4.5% |
| 30D | +4.6% | +0.1% | +4.5% | +4.6% |
| 3M | +14.8% | +37.5% | -22.7% | +4.1% |
| 6M | -12.1% | +34.6% | -46.6% | -20.9% |
| YTD | -7.5% | +23.5% | -31.0% | -14.8% |
| 1Y | -20.1% | +34.4% | -54.5% | -28.9% |
| 3Y | +53.9% | +2.3% | +51.6% | +43.7% |
| 5Y | -22.2% | -41.7% | +19.5% | -11.5% |
| All | -22.2% | -41.8% | +19.6% | -11.5% |
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