+48.4%
RSP vs TECH
-41.0%
+89.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.4% | +0.1% | +2.2% | +2.3% |
| 30D | +4.3% | +0.5% | +3.8% | +4.2% |
| 3M | -0.3% | +1.1% | -1.4% | -0.6% |
| 6M | +9.8% | +62.8% | -53.0% | -2.7% |
| YTD | +16.8% | +24.5% | -7.6% | +8.9% |
| 1Y | +19.5% | +20.6% | -1.1% | +12.2% |
| 3Y | +65.1% | +29.5% | +35.7% | +44.2% |
| All | +48.4% | -41.0% | +89.4% | +57.7% |
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 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