+5,008.5%
FLEX vs TECH
+12,605.4%
-7,596.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | -19.3% | +0.2% | -19.5% | -19.4% |
| 30D | -41.5% | +0.3% | -41.9% | -41.6% |
| 3M | -43.1% | +1.3% | -44.4% | -43.4% |
| 6M | -48.2% | +54.0% | -102.2% | -55.6% |
| YTD | +15.5% | +24.3% | -8.8% | +2.8% |
| 1Y | +10.2% | +25.8% | -15.6% | -2.6% |
| 3Y | +256.8% | +26.0% | +230.8% | +201.6% |
| 5Y | +408.2% | -40.1% | +448.3% | +447.0% |
| 10Y | +580.8% | +210.6% | +370.2% | +310.5% |
| All | +5,008.5% | +12,605.4% | -7,596.9% | +1,115.5% |
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