+99.7%
ROST vs TECH
+29.5%
+70.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.7% | -1.7% |
| 7D | +0.9% | +0.2% | +0.6% | +0.8% |
| 30D | +5.1% | +0.5% | +4.6% | +5.1% |
| 3M | -4.3% | +1.0% | -5.2% | -4.3% |
| 6M | +9.4% | +54.1% | -44.6% | +2.9% |
| YTD | +32.5% | +24.4% | +8.1% | +27.5% |
| 1Y | +46.9% | +19.3% | +27.6% | +42.3% |
| All | +99.7% | +29.5% | +70.1% | +91.9% |
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