+101,542.6%
TECH vs RRC
+1,414.2%
+100,128.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.4% |
| 7D | +0.2% | -10.8% | +11.0% | +1.0% |
| 30D | +0.3% | +22.3% | -22.0% | -1.3% |
| 3M | +1.3% | +26.6% | -25.3% | -0.7% |
| 6M | +54.0% | +18.9% | +35.0% | +51.4% |
| YTD | +24.3% | +39.2% | -14.9% | +20.6% |
| 1Y | +25.8% | +34.0% | -8.2% | +22.4% |
| 3Y | +26.0% | +42.0% | -16.1% | +21.4% |
| 5Y | -40.1% | +111.9% | -152.0% | -44.8% |
| 10Y | +210.6% | +62.8% | +147.8% | +171.2% |
| All | +101,542.6% | +1,414.2% | +100,128.5% | +69,900.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling