-58.1%
FIG vs TECH
+26.8%
-84.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -11.4% | +0.2% | -11.6% | -11.4% |
| 30D | -17.2% | +0.5% | -17.7% | -17.2% |
| 3M | -26.6% | +1.1% | -27.7% | -26.7% |
| 6M | -9.8% | +51.0% | -60.9% | -17.3% |
| YTD | -50.1% | +24.4% | -74.5% | -54.2% |
| 1Y | -58.1% | +27.4% | -85.5% | -61.8% |
| All | -58.1% | +26.8% | -84.8% | -61.8% |
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