+53.0%
RSP vs TECH
-42.5%
+95.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -0.3% | +0.7% | -1.0% | -0.5% |
| 3M | +4.3% | +36.3% | -32.1% | -3.5% |
| 6M | +8.8% | +25.6% | -16.8% | +1.6% |
| YTD | +15.3% | +23.7% | -8.4% | +7.6% |
| 1Y | +18.3% | +37.6% | -19.4% | +6.6% |
| 3Y | +52.8% | -6.6% | +59.4% | +48.5% |
| All | +53.0% | -42.5% | +95.5% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling