-17.9%
FN vs TECH
+26.2%
-44.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +8.0% | +0.1% | +7.9% | +8.0% |
| 30D | -19.1% | +0.3% | -19.5% | -19.1% |
| 3M | -29.8% | +1.0% | -30.8% | -29.8% |
| 6M | -43.2% | +54.0% | -97.2% | -43.1% |
| YTD | -18.9% | +24.3% | -43.3% | -18.4% |
| 1Y | -17.9% | +23.7% | -41.6% | -16.8% |
| All | -17.9% | +26.2% | -44.1% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling