+7,843.3%
FIX vs TECH
+4,637.6%
+3,205.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.3% | +5.4% |
| 7D | -17.5% | +0.2% | -17.6% | -17.5% |
| 30D | -41.6% | +0.3% | -41.9% | -41.6% |
| 3M | -40.6% | +1.3% | -41.9% | -40.8% |
| 6M | -49.4% | +54.0% | -103.3% | -54.7% |
| YTD | +9.2% | +24.3% | -15.1% | +1.6% |
| 1Y | +6.5% | +25.8% | -19.4% | -1.2% |
| 3Y | +448.7% | +26.0% | +422.8% | +396.3% |
| 5Y | +948.7% | -40.1% | +988.8% | +1,008.6% |
| 10Y | +3,659.7% | +210.6% | +3,449.1% | +2,600.9% |
| All | +7,843.3% | +4,637.6% | +3,205.7% | +3,577.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling