+188.0%
TECH vs FND
+70.0%
+118.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +1.0% |
| 7D | +0.2% | +6.8% | -6.6% | -1.9% |
| 30D | +0.5% | +13.1% | -12.6% | -3.5% |
| 3M | +1.1% | -13.1% | +14.1% | +4.2% |
| 6M | +51.0% | -0.6% | +51.6% | +48.8% |
| YTD | +24.4% | -15.5% | +39.9% | +26.9% |
| 1Y | +27.4% | -13.7% | +41.1% | +29.3% |
| 3Y | +28.5% | -35.0% | +63.5% | +39.9% |
| 5Y | -40.9% | -60.1% | +19.2% | -31.2% |
| All | +188.0% | +70.0% | +118.0% | +164.5% |
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