+189.3%
TECH vs RRX
+200.5%
-11.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | +0.8% |
| 7D | +0.1% | +4.3% | -4.2% | -1.4% |
| 30D | +0.5% | +12.3% | -11.8% | -4.1% |
| 3M | +1.1% | +3.7% | -2.6% | -1.3% |
| 6M | +62.8% | -13.9% | +76.8% | +66.3% |
| YTD | +24.5% | +26.5% | -2.0% | +6.9% |
| 1Y | +20.6% | +29.3% | -8.7% | +2.5% |
| 3Y | +29.5% | +65.6% | -36.1% | -2.7% |
| 5Y | -40.9% | +10.6% | -51.6% | -50.3% |
| All | +189.3% | +200.5% | -11.1% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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