+651.7%
FLEX vs TECH
+193.9%
+457.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | -32.6% | +0.3% | -33.0% | -32.7% |
| 3M | -35.5% | +1.0% | -36.5% | -35.7% |
| 6M | -45.6% | +54.0% | -99.5% | -53.2% |
| YTD | +30.7% | +24.3% | +6.4% | +16.1% |
| 1Y | +28.4% | +23.7% | +4.7% | +14.0% |
| 3Y | +301.7% | +28.5% | +273.2% | +226.3% |
| 5Y | +473.3% | -41.2% | +514.5% | +566.0% |
| 10Y | +651.7% | +189.2% | +462.6% | +275.9% |
| All | +651.7% | +193.9% | +457.8% | +275.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling