+130.7%
FIX vs TECH
+34.5%
+96.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.4% |
| 7D | +6.1% | +0.2% | +5.9% | +6.0% |
| 30D | -2.7% | +0.1% | -2.8% | -2.7% |
| 3M | -10.9% | +37.5% | -48.4% | -15.3% |
| 6M | +29.0% | +34.6% | -5.6% | +22.3% |
| YTD | +76.9% | +23.5% | +53.4% | +68.2% |
| 1Y | +130.7% | +34.4% | +96.4% | +118.0% |
| All | +130.7% | +34.5% | +96.2% | +118.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling