+7,917.6%
FLEX vs TECH
+12,544.3%
-4,626.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -10.1% | +0.7% | -10.9% | -10.4% |
| 3M | -31.3% | +36.3% | -67.7% | -38.3% |
| 6M | +71.3% | +25.6% | +45.7% | +52.9% |
| YTD | +81.2% | +23.7% | +57.6% | +61.5% |
| 1Y | +98.5% | +37.6% | +60.9% | +68.9% |
| 3Y | +428.2% | -6.6% | +434.8% | +395.3% |
| 5Y | +657.3% | -42.2% | +699.5% | +723.7% |
| 10Y | +995.9% | +187.6% | +808.4% | +576.8% |
| All | +7,917.6% | +12,544.3% | -4,626.7% | +1,810.6% |
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