+1,775.6%
FTI vs TECH
+1,014.3%
+761.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.0% |
| 7D | +4.3% | +0.1% | +4.2% | +4.3% |
| 30D | -4.7% | +0.5% | -5.2% | -4.8% |
| 3M | -13.5% | +1.1% | -14.6% | -13.8% |
| 6M | -8.7% | +62.8% | -71.5% | -22.9% |
| YTD | +49.0% | +24.5% | +24.6% | +34.4% |
| 1Y | +54.0% | +20.6% | +33.4% | +40.2% |
| 3Y | +211.6% | +29.5% | +182.1% | +161.6% |
| 5Y | +881.9% | -40.9% | +922.8% | +952.9% |
| 10Y | +188.1% | +189.5% | -1.4% | +58.0% |
| All | +1,775.6% | +1,014.3% | +761.3% | +556.7% |
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 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