-49.2%
FLUT vs TECH
-41.8%
-7.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +3.8% | +0.2% | +3.6% | +3.8% |
| 30D | +6.3% | +0.1% | +6.2% | +6.3% |
| 3M | -4.0% | +37.5% | -41.5% | -12.6% |
| 6M | -10.3% | +34.6% | -44.9% | -18.6% |
| YTD | -53.2% | +23.5% | -76.7% | -56.7% |
| 1Y | -65.0% | +34.4% | -99.4% | -68.7% |
| 3Y | -43.9% | +2.3% | -46.2% | -47.9% |
| 5Y | -49.2% | -41.7% | -7.5% | -44.2% |
| All | -49.2% | -41.8% | -7.4% | -44.2% |
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