+19.1%
MA vs TECH
+26.2%
-7.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | +11.0% | +0.3% | +10.7% | +11.0% |
| 3M | +17.9% | +1.0% | +16.9% | +17.8% |
| 6M | +33.2% | +54.0% | -20.8% | +28.0% |
| YTD | +16.5% | +24.3% | -7.8% | +13.0% |
| 1Y | +19.1% | +23.7% | -4.6% | +15.2% |
| All | +19.1% | +26.2% | -7.1% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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