+1,115.8%
RSP vs TECH
+1,381.8%
-266.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | +2.6% | +0.3% | +2.2% | +2.5% |
| 3M | -0.8% | +1.3% | -2.1% | -1.2% |
| 6M | +6.3% | +54.0% | -47.7% | -9.3% |
| YTD | +14.1% | +24.3% | -10.2% | +2.8% |
| 1Y | +18.0% | +25.8% | -7.8% | +5.6% |
| 3Y | +61.0% | +26.0% | +35.1% | +35.8% |
| 5Y | +45.6% | -40.1% | +85.7% | +57.9% |
| 10Y | +220.2% | +210.6% | +9.6% | +64.7% |
| All | +1,115.8% | +1,381.8% | -266.0% | +271.2% |
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