+101,053.9%
TECH vs RJF
+49,848.3%
+51,205.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.5% | +0.4% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +0.7% | -1.3% | +2.0% | +1.0% |
| 3M | +36.3% | +18.9% | +17.5% | +30.1% |
| 6M | +25.6% | +15.0% | +10.5% | +20.6% |
| YTD | +23.7% | +12.2% | +11.5% | +19.5% |
| 1Y | +37.6% | +5.6% | +32.0% | +34.7% |
| 3Y | -6.6% | +74.9% | -81.4% | -19.7% |
| 5Y | -42.2% | +106.6% | -148.9% | -52.7% |
| 10Y | +187.6% | +433.1% | -245.5% | +81.1% |
| All | +101,053.9% | +49,848.3% | +51,205.6% | +22,485.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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