+34.1%
TECH vs FND
-45.4%
+79.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | -0.1% | -0.8% | +0.7% | +0.1% |
| 30D | +0.3% | -19.6% | +19.9% | +7.1% |
| 3M | +32.9% | -4.3% | +37.3% | +33.0% |
| 6M | +32.1% | -20.4% | +52.5% | +40.7% |
| YTD | +23.4% | -21.9% | +45.2% | +30.1% |
| 1Y | +34.1% | -45.2% | +79.2% | +73.8% |
| All | +34.1% | -45.4% | +79.4% | +73.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling