-71.6%
FLNC vs TECH
-42.4%
-29.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.4% |
| 7D | -4.1% | -0.4% | -3.6% | -3.8% |
| 30D | -24.8% | 0.0% | -24.7% | -24.7% |
| 3M | -59.1% | +33.7% | -92.8% | -67.2% |
| 6M | -42.0% | +34.9% | -76.9% | -56.3% |
| YTD | -49.8% | +23.2% | -73.0% | -59.8% |
| 1Y | +43.1% | +36.3% | +6.8% | +3.3% |
| 3Y | -61.0% | +2.3% | -63.2% | -66.1% |
| All | -71.6% | -42.4% | -29.3% | -56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling