+2.3%
TECH vs FND
-49.6%
+51.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +1.7% |
| 7D | +0.2% | +0.4% | -0.2% | -0.1% |
| 30D | +0.1% | -23.6% | +23.7% | +11.1% |
| 3M | +37.5% | +4.3% | +33.2% | +32.8% |
| 6M | +34.6% | -20.3% | +54.9% | +44.0% |
| YTD | +23.5% | -21.3% | +44.8% | +31.8% |
| 1Y | +34.4% | -45.4% | +79.8% | +68.7% |
| 3Y | +2.3% | -48.9% | +51.1% | +30.3% |
| All | +2.3% | -49.6% | +51.8% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling