+135.7%
ROP vs TECH
+179.6%
-43.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | -6.1% | -0.1% | -6.0% | -6.1% |
| 30D | -3.4% | +0.3% | -3.6% | -3.4% |
| 3M | +16.7% | +32.9% | -16.2% | +7.6% |
| 6M | +8.1% | +32.1% | -24.0% | -1.5% |
| YTD | -11.7% | +23.4% | -35.1% | -18.3% |
| 1Y | -24.2% | +34.1% | -58.3% | -32.1% |
| 3Y | -19.0% | +2.2% | -21.1% | -24.6% |
| 5Y | -15.9% | -41.8% | +26.0% | -7.1% |
| 10Y | +135.7% | +188.9% | -53.2% | +24.2% |
| All | +135.7% | +179.6% | -43.9% | +24.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling