+285.6%
FITB vs TECH
+179.6%
+106.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | -5.1% | +0.3% | -5.4% | -5.2% |
| 3M | +3.5% | +32.9% | -29.4% | -6.5% |
| 6M | +17.2% | +32.1% | -14.9% | +4.2% |
| YTD | +17.6% | +23.4% | -5.7% | +6.9% |
| 1Y | +23.4% | +34.1% | -10.7% | +7.7% |
| 3Y | +129.7% | +2.2% | +127.6% | +112.2% |
| 5Y | +68.4% | -41.8% | +110.2% | +85.6% |
| 10Y | +285.6% | +188.9% | +96.7% | +90.5% |
| All | +285.6% | +179.6% | +106.1% | +90.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling