+1,157.0%
FTI vs TECH
-42.1%
+1,199.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | -2.3% | -0.1% | -2.3% | -2.3% |
| 30D | +5.0% | +0.3% | +4.7% | +5.0% |
| 3M | +13.8% | +32.9% | -19.1% | +7.6% |
| 6M | +22.9% | +32.1% | -9.2% | +15.1% |
| YTD | +75.0% | +23.4% | +51.6% | +65.8% |
| 1Y | +96.9% | +34.1% | +62.8% | +82.2% |
| 3Y | +276.7% | +2.2% | +274.5% | +258.2% |
| 5Y | +1,157.0% | -41.8% | +1,198.8% | +1,207.7% |
| All | +1,157.0% | -42.1% | +1,199.2% | +1,207.7% |
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