+72.1%
MA vs TECH
+25.9%
+46.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +14.7% | +0.3% | +14.3% | +14.6% |
| 3M | +13.5% | +1.3% | +12.2% | +13.3% |
| 6M | +33.1% | +54.0% | -20.9% | +26.4% |
| YTD | +15.1% | +24.3% | -9.2% | +11.4% |
| 1Y | +18.7% | +25.8% | -7.1% | +14.8% |
| 3Y | +72.1% | +26.0% | +46.1% | +62.8% |
| All | +72.1% | +25.9% | +46.2% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling