+3,689.8%
FN vs TECH
+482.5%
+3,207.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.2% | +3.2% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -22.0% | +0.7% | -22.7% | -22.2% |
| 3M | -43.0% | +36.3% | -79.4% | -50.3% |
| 6M | -27.7% | +25.6% | -53.3% | -36.6% |
| YTD | -10.5% | +23.7% | -34.2% | -21.8% |
| 1Y | +12.5% | +37.6% | -25.2% | -7.0% |
| 3Y | +153.8% | -6.6% | +160.4% | +138.0% |
| 5Y | +288.0% | -42.2% | +330.2% | +339.6% |
| 10Y | +906.4% | +187.6% | +718.9% | +304.0% |
| All | +3,689.8% | +482.5% | +3,207.3% | +871.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling