+41,132.7%
RMD vs TECH
+10,397.2%
+30,735.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -5.0% | +0.1% | -5.1% | -5.0% |
| 30D | +2.2% | +0.7% | +1.5% | +2.0% |
| 3M | +17.8% | +36.3% | -18.5% | +8.4% |
| 6M | -11.3% | +25.6% | -36.9% | -17.7% |
| YTD | -4.4% | +23.7% | -28.1% | -11.2% |
| 1Y | -15.7% | +37.6% | -53.4% | -24.2% |
| 3Y | +47.7% | -6.6% | +54.3% | +42.3% |
| 5Y | -19.2% | -42.2% | +23.0% | -13.5% |
| 10Y | +280.4% | +187.6% | +92.8% | +174.9% |
| All | +41,132.7% | +10,397.2% | +30,735.5% | +16,779.0% |
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