+101,053.9%
TECH vs RRC
+1,202.2%
+99,851.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | 0.0% |
| 7D | +0.1% | +1.3% | -1.2% | 0.0% |
| 30D | +0.7% | +10.1% | -9.4% | 0.0% |
| 3M | +36.3% | +4.0% | +32.3% | +35.8% |
| 6M | +25.6% | +1.6% | +24.0% | +25.2% |
| YTD | +23.7% | +19.7% | +4.0% | +21.7% |
| 1Y | +37.6% | +21.4% | +16.2% | +35.1% |
| 3Y | -6.6% | +29.7% | -36.3% | -9.3% |
| 5Y | -42.2% | +153.9% | -196.1% | -47.4% |
| 10Y | +187.6% | +10.8% | +176.8% | +158.5% |
| All | +101,053.9% | +1,202.2% | +99,851.7% | +70,510.0% |
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