+3,916.3%
FDX vs TECH
+101,542.6%
-97,626.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.3% |
| 6M | +2.2% | +54.0% | -51.8% | -5.2% |
| YTD | +33.9% | +24.3% | +9.7% | +27.7% |
| 1Y | +50.2% | +25.8% | +24.4% | +42.8% |
| 3Y | +65.5% | +26.0% | +39.6% | +54.9% |
| 5Y | +74.1% | -40.1% | +114.2% | +80.9% |
| 10Y | +156.7% | +210.6% | -53.9% | +109.6% |
| All | +3,916.3% | +101,542.6% | -97,626.3% | +2,920.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling