+143.3%
FN vs TECH
-39.6%
+182.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -0.1% | -14.1% | -14.2% |
| 7D | -16.0% | -0.1% | -15.9% | -16.0% |
| 30D | -40.1% | +0.3% | -40.4% | -40.2% |
| 3M | -43.9% | +1.0% | -44.9% | -44.0% |
| 6M | -55.6% | +28.6% | -84.2% | -59.3% |
| YTD | -35.7% | +24.1% | -59.7% | -41.0% |
| 1Y | -39.8% | +21.9% | -61.7% | -44.5% |
| 3Y | +80.3% | +25.7% | +54.6% | +57.3% |
| 5Y | +143.3% | -40.2% | +183.5% | +154.4% |
| All | +143.3% | -39.6% | +182.9% | +154.4% |
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