-3.2%
ROP vs TECH
+25.9%
-29.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | +2.1% | +0.2% | +2.0% | +2.1% |
| 30D | +32.9% | +0.3% | +32.6% | +32.9% |
| 3M | +20.3% | +1.3% | +19.0% | +20.1% |
| 6M | +36.8% | +54.0% | -17.2% | +28.1% |
| YTD | +8.1% | +24.3% | -16.2% | +3.9% |
| 1Y | +8.3% | +25.8% | -17.5% | +3.8% |
| 3Y | -3.2% | +26.0% | -29.2% | -6.7% |
| All | -3.2% | +25.9% | -29.1% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling