+100,620.9%
TECH vs RRX
+3,890.5%
+96,730.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -1.0% |
| 7D | -0.4% | -0.3% | -0.1% | -0.4% |
| 30D | 0.0% | -6.1% | +6.1% | +1.6% |
| 3M | +33.7% | -23.1% | +56.7% | +42.0% |
| 6M | +34.9% | -19.5% | +54.4% | +39.4% |
| YTD | +23.2% | +16.1% | +7.1% | +13.8% |
| 1Y | +36.3% | +12.9% | +23.4% | +26.5% |
| 3Y | +2.3% | +7.9% | -5.7% | -6.4% |
| 5Y | -42.9% | +19.1% | -62.0% | -49.8% |
| 10Y | +188.4% | +225.8% | -37.4% | +87.9% |
| All | +100,620.9% | +3,890.5% | +96,730.4% | +43,372.9% |
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