+2,867.6%
FITB vs TECH
+101,626.4%
-98,758.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.8% | +0.2% | +0.6% | +0.8% |
| 30D | +7.3% | +0.5% | +6.8% | +7.2% |
| 3M | -6.3% | +1.0% | -7.3% | -6.5% |
| 6M | +12.6% | +54.1% | -41.5% | +3.3% |
| YTD | +18.0% | +24.4% | -6.4% | +11.7% |
| 1Y | +28.9% | +19.3% | +9.6% | +23.0% |
| 3Y | +139.4% | +28.5% | +110.9% | +121.3% |
| 5Y | +47.2% | -41.0% | +88.2% | +54.3% |
| 10Y | +213.0% | +189.3% | +23.7% | +149.2% |
| All | +2,867.6% | +101,626.4% | -98,758.9% | +1,335.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling