-80.3%
FIG vs TECH
+28.4%
-108.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.7% |
| 7D | -16.4% | +0.2% | -16.5% | -16.4% |
| 30D | -2.3% | +0.1% | -2.5% | -2.3% |
| 3M | +7.8% | +37.5% | -29.7% | +1.9% |
| 6M | -21.8% | +34.6% | -56.4% | -26.3% |
| YTD | -39.1% | +23.5% | -62.6% | -42.4% |
| 1Y | -56.6% | +34.4% | -91.0% | -60.2% |
| All | -80.3% | +28.4% | -108.7% | -81.9% |
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