+177.6%
TECH vs RVTY
+140.1%
+37.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +1.5% |
| 7D | +0.2% | +0.4% | -0.2% | -0.2% |
| 30D | +0.1% | +10.8% | -10.7% | -7.2% |
| 3M | +37.5% | +26.8% | +10.7% | +16.2% |
| 6M | +34.6% | +39.3% | -4.7% | +5.1% |
| YTD | +23.5% | +31.6% | -8.1% | -0.1% |
| 1Y | +34.4% | +47.7% | -13.3% | +0.6% |
| 3Y | +2.3% | +19.9% | -17.7% | -12.3% |
| 5Y | -41.7% | -32.3% | -9.4% | -29.2% |
| 10Y | +177.6% | +138.4% | +39.2% | +58.2% |
| All | +177.6% | +140.1% | +37.6% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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