+221.8%
FXI vs TECH
+775.2%
-553.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.5% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | -0.6% | +0.7% | -1.3% | -0.8% |
| 3M | +1.9% | +36.3% | -34.4% | -10.3% |
| 6M | -0.2% | +25.6% | -25.7% | -11.5% |
| YTD | -5.6% | +23.7% | -29.3% | -16.4% |
| 1Y | -4.7% | +37.6% | -42.3% | -20.1% |
| 3Y | +38.0% | -6.6% | +44.6% | +28.0% |
| 5Y | -2.7% | -42.2% | +39.6% | +7.9% |
| 10Y | +19.9% | +187.6% | -167.7% | -47.7% |
| All | +221.8% | +775.2% | -553.4% | -20.9% |
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