+826.4%
FN vs TECH
+204.1%
+622.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.8% |
| 7D | +16.3% | +0.2% | +16.1% | +16.2% |
| 30D | -24.7% | +0.5% | -25.3% | -24.9% |
| 3M | -34.9% | +0.9% | -35.8% | -35.1% |
| 6M | -41.1% | +51.0% | -92.1% | -49.7% |
| YTD | -19.6% | +24.4% | -44.0% | -28.2% |
| 1Y | -18.5% | +27.6% | -46.1% | -28.1% |
| 3Y | +119.1% | +29.9% | +89.2% | +82.3% |
| 5Y | +206.9% | -40.6% | +247.6% | +244.1% |
| 10Y | +826.4% | +196.7% | +629.7% | +268.3% |
| All | +826.4% | +204.1% | +622.3% | +268.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling