+208.6%
FXI vs TECH
+779.9%
-571.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.3% |
| 3M | -5.7% | +1.1% | -6.8% | -6.1% |
| 6M | -6.9% | +51.0% | -57.9% | -21.5% |
| YTD | -9.5% | +24.4% | -33.8% | -20.0% |
| 1Y | -14.0% | +27.4% | -41.5% | -25.0% |
| 3Y | +44.5% | +28.5% | +16.1% | +16.5% |
| 5Y | -2.8% | -40.9% | +38.1% | +7.2% |
| 10Y | +20.3% | +192.5% | -172.2% | -47.8% |
| All | +208.6% | +779.9% | -571.3% | -24.3% |
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