+626.7%
RVMD vs TECH
+45.6%
+581.1%
-73.3%
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 | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +6.4% | +0.7% | +5.7% | +6.1% |
| 3M | +34.9% | +36.3% | -1.5% | +14.8% |
| 6M | +107.6% | +25.6% | +82.0% | +79.7% |
| YTD | +163.7% | +23.7% | +140.0% | +127.7% |
| 1Y | +439.2% | +37.6% | +401.6% | +333.0% |
| 3Y | +499.2% | -6.6% | +505.8% | +465.3% |
| 5Y | +621.7% | -42.2% | +663.9% | +796.2% |
| All | +626.7% | +45.6% | +581.1% | +375.6% |
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