+27.5%
TECH vs RRC
+28.5%
-1.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +0.2% | -10.3% | +10.5% | +0.1% |
| 30D | +0.5% | +19.5% | -19.0% | +0.7% |
| 3M | +0.9% | +27.9% | -27.1% | +1.2% |
| 6M | +51.0% | +21.2% | +29.9% | +51.8% |
| YTD | +24.4% | +39.6% | -15.2% | +25.1% |
| All | +27.5% | +28.5% | -1.1% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling