+46.1%
FE vs TECH
-41.4%
+87.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | +3.9% | +0.5% | +3.4% | +3.8% |
| 3M | -0.1% | +1.0% | -1.1% | -0.2% |
| 6M | +6.1% | +54.1% | -48.0% | +2.0% |
| YTD | +8.1% | +24.4% | -16.3% | +5.3% |
| 1Y | +4.4% | +19.3% | -14.9% | +2.1% |
| 3Y | +49.0% | +28.5% | +20.5% | +40.9% |
| 5Y | +46.1% | -41.0% | +87.1% | +51.4% |
| All | +46.1% | -41.4% | +87.5% | +51.4% |
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