+177.6%
TECH vs RRC
+7.9%
+169.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +0.2% | -1.2% | +1.4% | +0.3% |
| 30D | +0.1% | +9.4% | -9.3% | -0.7% |
| 3M | +37.5% | +7.4% | +30.1% | +36.4% |
| 6M | +34.6% | +1.5% | +33.1% | +34.1% |
| YTD | +23.5% | +19.4% | +4.1% | +21.0% |
| 1Y | +34.4% | +24.2% | +10.2% | +31.0% |
| 3Y | +2.3% | +32.8% | -30.5% | -1.6% |
| 5Y | -41.7% | +152.9% | -194.6% | -47.5% |
| 10Y | +177.6% | +3.9% | +173.8% | +156.3% |
| All | +177.6% | +7.9% | +169.7% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling