+104.7%
FLEX vs TECH
+34.5%
+70.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.5% | +4.4% |
| 7D | +7.0% | +0.2% | +6.8% | +7.0% |
| 30D | -5.8% | +0.1% | -5.9% | -5.8% |
| 3M | -24.2% | +37.5% | -61.7% | -18.7% |
| 6M | +90.8% | +34.6% | +56.2% | +102.4% |
| YTD | +89.2% | +23.5% | +65.7% | +101.3% |
| 1Y | +104.7% | +34.4% | +70.3% | +117.4% |
| All | +104.7% | +34.5% | +70.2% | +117.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling