+2,105.4%
FIX vs TECH
-42.5%
+2,147.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | -7.2% | +0.7% | -8.0% | -7.4% |
| 3M | -15.9% | +36.3% | -52.2% | -23.0% |
| 6M | +12.7% | +25.6% | -12.8% | +4.2% |
| YTD | +72.8% | +23.7% | +49.1% | +59.4% |
| 1Y | +122.9% | +37.6% | +85.3% | +98.0% |
| 3Y | +774.3% | -6.6% | +780.9% | +752.8% |
| All | +2,105.4% | -42.5% | +2,147.9% | +2,323.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling