+3,553.2%
FIX vs TECH
+187.9%
+3,365.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | +9.4% | +0.1% | +9.3% | +9.4% |
| 30D | -27.8% | +0.5% | -28.3% | -27.9% |
| 3M | -35.6% | +1.1% | -36.6% | -35.8% |
| 6M | -45.2% | +62.8% | -108.1% | -53.4% |
| YTD | +19.5% | +24.5% | -5.0% | +8.5% |
| 1Y | +24.2% | +20.6% | +3.6% | +14.0% |
| 3Y | +494.2% | +29.5% | +464.7% | +408.0% |
| 5Y | +1,036.1% | -40.9% | +1,077.1% | +1,163.1% |
| All | +3,553.2% | +187.9% | +3,365.3% | +1,755.2% |
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 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