+291.9%
FTI vs TECH
+189.8%
+102.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -2.8% |
| 7D | -5.6% | -0.5% | -5.1% | -5.5% |
| 30D | +0.4% | 0.0% | +0.4% | +0.4% |
| 3M | +8.1% | +37.4% | -29.3% | -0.8% |
| 6M | +16.7% | +36.9% | -20.2% | +5.5% |
| YTD | +70.0% | +23.1% | +46.9% | +57.5% |
| 1Y | +85.4% | +42.2% | +43.2% | +63.7% |
| 3Y | +265.9% | +1.9% | +264.0% | +240.9% |
| 5Y | +1,072.7% | -42.9% | +1,115.7% | +1,189.6% |
| All | +291.9% | +189.8% | +102.1% | +116.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling