+531.8%
RVMD vs TECH
+1.4%
+530.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -0.7% | -0.1% | -0.7% | -0.7% |
| 30D | +0.3% | +0.3% | +0.1% | +0.2% |
| 3M | +38.9% | +32.9% | +5.9% | +25.3% |
| 6M | +108.1% | +32.1% | +76.1% | +85.7% |
| YTD | +160.7% | +23.4% | +137.4% | +136.9% |
| 1Y | +407.3% | +34.1% | +373.2% | +340.3% |
| All | +531.8% | +1.4% | +530.4% | +538.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling