-51.7%
FIG vs TECH
+19.5%
-71.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.2% |
| 7D | -4.7% | +0.1% | -4.7% | -4.7% |
| 30D | +0.5% | +0.2% | +0.3% | +0.5% |
| 3M | -18.4% | +1.0% | -19.4% | -18.5% |
| 6M | +10.9% | +33.3% | -22.4% | +4.3% |
| YTD | -40.8% | +24.2% | -65.0% | -45.3% |
| 1Y | -51.7% | +19.7% | -71.4% | -55.0% |
| All | -51.7% | +19.5% | -71.2% | -55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling