+9,732.8%
ROL vs TECH
+101,598.5%
-91,865.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +3.4% | +0.2% | +3.2% | +3.4% |
| 30D | +20.8% | +0.5% | +20.3% | +20.7% |
| 3M | +3.7% | +1.1% | +2.6% | +3.6% |
| 6M | -27.7% | +51.0% | -78.7% | -32.7% |
| YTD | -34.9% | +24.4% | -59.3% | -38.1% |
| 1Y | -33.3% | +27.4% | -60.8% | -36.9% |
| 3Y | +4.3% | +28.5% | -24.2% | -3.9% |
| 5Y | +15.0% | -40.9% | +55.8% | +18.7% |
| 10Y | +214.7% | +192.5% | +22.2% | +149.9% |
| All | +9,732.8% | +101,598.5% | -91,865.6% | +4,500.7% |
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