+34.4%
TECH vs FTV
+19.1%
+15.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.2% |
| 7D | +0.2% | -0.4% | +0.6% | +0.4% |
| 30D | +0.1% | -8.3% | +8.5% | +4.8% |
| 3M | +37.5% | -7.4% | +44.9% | +42.2% |
| 6M | +34.6% | -1.2% | +35.8% | +33.1% |
| YTD | +23.5% | +2.7% | +20.8% | +18.8% |
| 1Y | +34.4% | +18.4% | +15.9% | +11.8% |
| All | +34.4% | +19.1% | +15.3% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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