+289.3%
FN vs TECH
-42.5%
+331.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.2% | +3.1% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -22.0% | +0.7% | -22.7% | -22.1% |
| 3M | -43.0% | +36.3% | -79.4% | -47.9% |
| 6M | -27.7% | +25.6% | -53.3% | -33.3% |
| YTD | -10.5% | +23.7% | -34.2% | -17.6% |
| 1Y | +12.5% | +37.6% | -25.2% | -0.6% |
| 3Y | +153.8% | -6.6% | +160.4% | +145.3% |
| All | +289.3% | -42.5% | +331.8% | +280.4% |
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