-83.7%
FIG vs TECH
+29.2%
-112.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | -13.1% | +0.2% | -13.3% | -13.1% |
| 30D | -13.0% | +0.3% | -13.3% | -13.0% |
| 3M | -21.5% | +1.3% | -22.9% | -21.6% |
| 6M | -2.5% | +54.0% | -56.5% | -10.3% |
| YTD | -49.7% | +24.3% | -74.0% | -52.4% |
| 1Y | -59.1% | +25.8% | -84.9% | -61.4% |
| All | -83.7% | +29.2% | -112.9% | -85.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling