+70.0%
FDX vs TECH
-40.1%
+110.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | +6.6% | +0.3% | +6.3% | +6.5% |
| 3M | -2.1% | +1.3% | -3.4% | -2.4% |
| 6M | +2.2% | +54.0% | -51.8% | -9.8% |
| YTD | +33.9% | +24.3% | +9.7% | +23.5% |
| 1Y | +50.2% | +25.8% | +24.4% | +37.8% |
| 3Y | +65.5% | +26.0% | +39.6% | +44.2% |
| All | +70.0% | -40.1% | +110.1% | +80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling