+302.7%
ROST vs TECH
+189.8%
+112.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -2.5% | -0.5% | -2.0% | -2.4% |
| 30D | -10.3% | 0.0% | -10.3% | -10.3% |
| 3M | -2.6% | +37.4% | -40.0% | -11.3% |
| 6M | +6.5% | +36.9% | -30.3% | -4.2% |
| YTD | +25.9% | +23.1% | +2.8% | +16.0% |
| 1Y | +52.3% | +42.2% | +10.1% | +33.7% |
| 3Y | +94.6% | +1.9% | +92.6% | +80.7% |
| 5Y | +111.1% | -42.9% | +154.0% | +134.2% |
| All | +302.7% | +189.8% | +112.9% | +141.6% |
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