+72,962.6%
ROST vs TECH
+101,626.4%
-28,663.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.0% |
| 3M | -4.3% | +1.0% | -5.2% | -4.4% |
| 6M | +9.4% | +54.1% | -44.6% | +0.8% |
| YTD | +32.5% | +24.4% | +8.1% | +25.4% |
| 1Y | +46.9% | +19.3% | +27.6% | +40.0% |
| 3Y | +98.1% | +28.5% | +69.6% | +82.0% |
| 5Y | +116.9% | -41.0% | +157.9% | +125.3% |
| 10Y | +310.9% | +189.3% | +121.5% | +226.2% |
| All | +72,962.6% | +101,626.4% | -28,663.8% | +27,618.2% |
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