+2,159.9%
FTI vs TECH
+1,007.4%
+1,152.6%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +5.3% | +0.1% | +5.2% | +5.2% |
| 30D | +15.3% | +0.7% | +14.6% | +15.1% |
| 3M | +15.8% | +36.3% | -20.6% | +3.8% |
| 6M | +22.6% | +25.6% | -3.0% | +10.8% |
| YTD | +79.5% | +23.7% | +55.9% | +62.3% |
| 1Y | +102.0% | +37.6% | +64.4% | +74.2% |
| 3Y | +315.8% | -6.6% | +322.4% | +290.6% |
| 5Y | +1,129.5% | -42.2% | +1,171.7% | +1,227.2% |
| 10Y | +320.9% | +187.6% | +133.4% | +131.0% |
| All | +2,159.9% | +1,007.4% | +1,152.6% | +692.9% |
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