+186.0%
TECH vs FND
+58.4%
+127.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +1.1% |
| 7D | +0.2% | +0.4% | -0.2% | 0.0% |
| 30D | +0.1% | -23.6% | +23.7% | +7.8% |
| 3M | +37.5% | +4.3% | +33.2% | +34.7% |
| 6M | +34.6% | -20.3% | +54.9% | +41.1% |
| YTD | +23.5% | -21.3% | +44.8% | +29.5% |
| 1Y | +34.4% | -45.4% | +79.8% | +56.0% |
| 3Y | +2.3% | -48.9% | +51.1% | +18.9% |
| 5Y | -41.7% | -61.0% | +19.3% | -31.1% |
| All | +186.0% | +58.4% | +127.6% | +170.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling