+29,140.1%
ROP vs TECH
+11,553.0%
+17,587.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | +30.3% | +0.5% | +29.8% | +30.2% |
| 3M | +17.8% | +1.1% | +16.7% | +17.6% |
| 6M | +38.9% | +51.0% | -12.1% | +28.5% |
| YTD | +7.6% | +24.4% | -16.7% | +2.1% |
| 1Y | +6.5% | +27.4% | -21.0% | +0.5% |
| 3Y | -6.3% | +28.5% | -34.8% | -13.8% |
| 5Y | +0.9% | -40.9% | +41.8% | +5.0% |
| 10Y | +180.7% | +192.5% | -11.8% | +121.1% |
| All | +29,140.1% | +11,553.0% | +17,587.1% | +18,107.5% |
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