+7,433.0%
FIX vs TECH
+4,629.8%
+2,803.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -0.1% | -11.5% | -11.6% |
| 7D | -27.2% | -0.1% | -27.2% | -27.2% |
| 30D | -46.9% | +0.3% | -47.2% | -47.0% |
| 3M | -44.4% | +1.0% | -45.4% | -44.6% |
| 6M | -50.9% | +28.6% | -79.5% | -54.4% |
| YTD | +3.5% | +24.1% | -20.5% | -3.6% |
| 1Y | -2.1% | +21.9% | -24.0% | -8.5% |
| 3Y | +418.7% | +25.7% | +393.1% | +369.4% |
| 5Y | +894.6% | -40.2% | +934.8% | +951.7% |
| 10Y | +3,465.5% | +210.1% | +3,255.4% | +2,462.3% |
| All | +7,433.0% | +4,629.8% | +2,803.2% | +3,389.0% |
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 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