+6.0%
ROP vs TECH
+23.9%
-17.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | +29.7% | +0.5% | +29.2% | +29.6% |
| 3M | +21.2% | +1.0% | +20.3% | +21.1% |
| 6M | +48.3% | +54.1% | -5.8% | +40.7% |
| YTD | +8.4% | +24.4% | -16.0% | +6.9% |
| 1Y | +6.0% | +19.3% | -13.3% | +5.0% |
| All | +6.0% | +23.9% | -17.9% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling