+42,970.9%
RMD vs TECH
+10,450.8%
+32,520.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | +1.7% | +0.3% | +1.3% | +1.6% |
| 3M | +6.4% | +1.0% | +5.4% | +6.1% |
| 6M | +20.7% | +54.0% | -33.3% | +7.5% |
| YTD | -0.2% | +24.3% | -24.5% | -7.4% |
| 1Y | -4.5% | +23.7% | -28.2% | -11.4% |
| 3Y | +70.5% | +28.5% | +42.1% | +51.9% |
| 5Y | -1.6% | -41.2% | +39.6% | +5.0% |
| 10Y | +342.7% | +189.2% | +153.5% | +219.7% |
| All | +42,970.9% | +10,450.8% | +32,520.1% | +17,510.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling