+52.1%
FDX vs TECH
+26.2%
+25.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +10.4% | +0.3% | +10.1% | +10.4% |
| 3M | +0.5% | +1.0% | -0.6% | +0.3% |
| 6M | +6.5% | +54.0% | -47.5% | +1.1% |
| YTD | +40.2% | +24.3% | +15.9% | +34.2% |
| 1Y | +52.1% | +23.7% | +28.4% | +45.6% |
| All | +52.1% | +26.2% | +25.9% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling