+13.8%
FIX vs TECH
+26.8%
-13.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | -13.9% | +0.2% | -14.2% | -14.0% |
| 30D | -35.5% | +0.5% | -36.0% | -35.6% |
| 3M | -33.9% | +1.1% | -35.0% | -34.0% |
| 6M | -43.3% | +51.0% | -94.3% | -46.4% |
| YTD | +18.7% | +24.4% | -5.7% | +9.5% |
| 1Y | +13.8% | +27.4% | -13.7% | +4.2% |
| All | +13.8% | +26.8% | -13.0% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling