+186.5%
TECH vs FND
+66.0%
+120.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.5% |
| 7D | +0.1% | -5.2% | +5.3% | +1.5% |
| 30D | +0.7% | -19.9% | +20.6% | +6.9% |
| 3M | +36.3% | +2.7% | +33.6% | +34.2% |
| 6M | +25.6% | -21.7% | +47.2% | +32.5% |
| YTD | +23.7% | -17.5% | +41.2% | +28.1% |
| 1Y | +37.6% | -39.3% | +76.9% | +55.1% |
| 3Y | -6.6% | -49.8% | +43.2% | +8.9% |
| 5Y | -42.2% | -60.1% | +17.8% | -32.3% |
| All | +186.5% | +66.0% | +120.4% | +166.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling