+109.8%
FE vs TECH
+203.9%
-94.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | +5.2% | +0.3% | +4.8% | +5.1% |
| 3M | 0.0% | +1.3% | -1.4% | -0.2% |
| 6M | +5.0% | +54.0% | -48.9% | -2.1% |
| YTD | +7.9% | +24.3% | -16.4% | +2.9% |
| 1Y | +6.3% | +25.8% | -19.5% | +1.1% |
| 3Y | +46.0% | +26.0% | +20.1% | +33.7% |
| 5Y | +45.6% | -40.1% | +85.8% | +54.5% |
| All | +109.8% | +203.9% | -94.1% | +54.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling