-71.1%
FLNC vs TECH
-42.3%
-28.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.1% | -8.3% | -8.3% |
| 7D | -4.2% | -0.1% | -4.1% | -4.1% |
| 30D | -20.0% | +0.3% | -20.3% | -20.1% |
| 3M | -56.9% | +32.9% | -89.8% | -65.2% |
| 6M | -35.5% | +32.1% | -67.6% | -50.8% |
| YTD | -48.8% | +23.4% | -72.2% | -59.1% |
| 1Y | +49.3% | +34.1% | +15.2% | +9.0% |
| 3Y | -61.8% | +2.2% | -64.0% | -66.8% |
| All | -71.1% | -42.3% | -28.8% | -56.0% |
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