+44.5%
FXI vs TECH
+29.9%
+14.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.7% | +0.2% | +3.5% | +3.6% |
| 30D | +0.5% | +0.5% | 0.0% | +0.4% |
| 3M | -5.7% | +1.1% | -6.8% | -5.8% |
| 6M | -6.9% | +51.0% | -57.9% | -12.2% |
| YTD | -9.5% | +24.4% | -33.8% | -12.8% |
| 1Y | -14.0% | +27.4% | -41.5% | -17.7% |
| 3Y | +44.5% | +28.5% | +16.1% | +29.7% |
| All | +44.5% | +29.9% | +14.6% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling