+58.8%
FDX vs TECH
+26.8%
+32.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.5% | +0.2% | +0.2% | +0.4% |
| 30D | +9.5% | +0.5% | +9.0% | +9.4% |
| 3M | -1.3% | +1.1% | -2.4% | -1.5% |
| 6M | +5.5% | +51.0% | -45.5% | 0.0% |
| YTD | +38.9% | +24.4% | +14.5% | +32.2% |
| 1Y | +58.8% | +27.4% | +31.4% | +49.7% |
| All | +58.8% | +26.8% | +32.0% | +49.7% |
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