+2,883.6%
FITB vs TECH
+101,598.5%
-98,715.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | +7.0% | +0.5% | +6.5% | +6.9% |
| 3M | -4.4% | +1.1% | -5.4% | -4.5% |
| 6M | +11.6% | +51.0% | -39.5% | +2.8% |
| YTD | +18.6% | +24.4% | -5.7% | +12.3% |
| 1Y | +29.8% | +27.4% | +2.4% | +22.3% |
| 3Y | +140.7% | +28.5% | +112.2% | +122.5% |
| 5Y | +48.6% | -40.9% | +89.5% | +55.7% |
| 10Y | +224.4% | +192.5% | +31.9% | +157.8% |
| All | +2,883.6% | +101,598.5% | -98,715.0% | +1,343.0% |
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