+506.7%
FIX vs TECH
+25.7%
+481.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.3% | +9.4% |
| 7D | -7.2% | +0.2% | -7.5% | -7.3% |
| 30D | -35.1% | +0.5% | -35.6% | -35.2% |
| 3M | -34.3% | +0.9% | -35.1% | -34.4% |
| 6M | -42.9% | +51.0% | -94.0% | -48.6% |
| YTD | +19.5% | +24.4% | -4.9% | +11.2% |
| 1Y | +16.8% | +27.6% | -10.8% | +7.9% |
| 3Y | +506.7% | +29.9% | +476.8% | +425.0% |
| All | +506.7% | +25.7% | +481.0% | +425.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling