+101,682.4%
TECH vs RRX
+4,247.4%
+97,434.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | +0.7% |
| 7D | +0.1% | +4.3% | -4.2% | -1.1% |
| 30D | +0.5% | +12.3% | -11.8% | -3.3% |
| 3M | +1.1% | +3.7% | -2.6% | -0.9% |
| 6M | +62.8% | -13.9% | +76.8% | +65.8% |
| YTD | +24.5% | +26.5% | -2.0% | +11.3% |
| 1Y | +20.6% | +29.3% | -8.7% | +7.1% |
| 3Y | +29.5% | +65.6% | -36.1% | +5.3% |
| 5Y | -40.9% | +10.6% | -51.6% | -47.4% |
| 10Y | +189.5% | +202.9% | -13.4% | +90.2% |
| All | +101,682.4% | +4,247.4% | +97,434.9% | +42,435.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling