+101,542.6%
TECH vs RVTY
+2,899.1%
+98,643.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.7% | -0.8% |
| 7D | +0.2% | -1.2% | +1.4% | +0.3% |
| 30D | +0.3% | +1.0% | -0.7% | -0.4% |
| 3M | +1.3% | +35.8% | -34.5% | -10.0% |
| 6M | +54.0% | +56.7% | -2.7% | +30.2% |
| YTD | +24.3% | +60.7% | -36.4% | +3.7% |
| 1Y | +25.8% | +73.7% | -47.9% | +2.3% |
| 3Y | +26.0% | +82.8% | -56.8% | +2.7% |
| 5Y | -40.1% | -7.0% | -33.1% | -39.4% |
| 10Y | +210.6% | +212.3% | -1.7% | +122.3% |
| All | +101,542.6% | +2,899.1% | +98,643.6% | +39,177.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling