+2,896.1%
FITB vs TECH
+101,053.9%
-98,157.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -4.7% | +0.7% | -5.4% | -4.9% |
| 3M | +6.7% | +36.3% | -29.7% | +0.2% |
| 6M | +12.6% | +25.6% | -13.0% | +6.5% |
| YTD | +19.1% | +23.7% | -4.6% | +12.9% |
| 1Y | +22.6% | +37.6% | -15.0% | +13.4% |
| 3Y | +127.1% | -6.6% | +133.7% | +122.2% |
| 5Y | +71.8% | -42.2% | +114.0% | +80.6% |
| 10Y | +287.2% | +187.6% | +99.6% | +208.5% |
| All | +2,896.1% | +101,053.9% | -98,157.8% | +1,350.5% |
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 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