+102.4%
FN vs TECH
+25.9%
+76.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.6% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | -34.3% | +0.3% | -34.7% | -34.4% |
| 3M | -39.9% | +1.3% | -41.2% | -40.0% |
| 6M | -51.8% | +54.0% | -105.8% | -57.1% |
| YTD | -28.1% | +24.3% | -52.4% | -33.0% |
| 1Y | -29.1% | +25.8% | -54.9% | -34.1% |
| 3Y | +102.4% | +26.0% | +76.5% | +78.1% |
| All | +102.4% | +25.9% | +76.5% | +78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling