+576.2%
FE vs TECH
+3,975.8%
-3,399.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | -1.2% | +0.7% | -1.9% | -1.2% |
| 3M | +3.5% | +36.3% | -32.9% | -0.5% |
| 6M | -6.1% | +25.6% | -31.6% | -9.3% |
| YTD | +7.6% | +23.7% | -16.1% | +3.8% |
| 1Y | +11.9% | +37.6% | -25.7% | +6.3% |
| 3Y | +48.4% | -6.6% | +55.0% | +45.2% |
| 5Y | +44.8% | -42.2% | +87.0% | +48.3% |
| 10Y | +115.9% | +187.6% | -71.7% | +81.5% |
| All | +576.2% | +3,975.8% | -3,399.6% | +386.1% |
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