+27.4%
TECH vs FTV
+32.5%
-5.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.4% |
| 7D | +0.2% | +1.4% | -1.2% | -0.5% |
| 30D | +0.5% | +18.3% | -17.8% | -7.1% |
| 3M | +1.1% | +9.8% | -8.7% | -3.1% |
| 6M | +51.0% | +12.3% | +38.7% | +42.1% |
| YTD | +24.4% | +23.1% | +1.3% | +9.8% |
| 1Y | +27.4% | +32.5% | -5.1% | +3.5% |
| All | +27.4% | +32.5% | -5.0% | +3.5% |
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