+183.5%
TECH vs RRX
+216.7%
-33.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.4% |
| 7D | -0.5% | -3.7% | +3.2% | +0.8% |
| 30D | 0.0% | -9.3% | +9.3% | +3.2% |
| 3M | +37.4% | -21.8% | +59.2% | +47.0% |
| 6M | +36.9% | -22.0% | +58.9% | +43.4% |
| YTD | +23.1% | +11.9% | +11.1% | +11.3% |
| 1Y | +42.2% | +11.6% | +30.6% | +28.1% |
| 3Y | +1.9% | +2.2% | -0.2% | -8.8% |
| 5Y | -42.9% | +14.9% | -57.8% | -52.3% |
| All | +183.5% | +216.7% | -33.2% | +56.3% |
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