+70,808.4%
ROST vs TECH
+101,053.9%
-30,245.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | -8.9% | +0.7% | -9.6% | -9.0% |
| 3M | -0.8% | +36.3% | -37.2% | -6.6% |
| 6M | +8.5% | +25.6% | -17.1% | +2.8% |
| YTD | +28.6% | +23.7% | +4.9% | +21.8% |
| 1Y | +52.3% | +37.6% | +14.7% | +41.2% |
| 3Y | +94.8% | -6.6% | +101.4% | +89.0% |
| 5Y | +110.8% | -42.2% | +153.0% | +119.4% |
| 10Y | +304.5% | +187.6% | +117.0% | +221.4% |
| All | +70,808.4% | +101,053.9% | -30,245.5% | +26,825.7% |
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 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