+88.5%
MA vs TECH
-41.0%
+129.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +9.6% | +0.5% | +9.1% | +9.5% |
| 3M | +16.8% | +1.1% | +15.7% | +16.5% |
| 6M | +35.2% | +62.8% | -27.6% | +21.9% |
| YTD | +16.6% | +24.5% | -7.9% | +9.8% |
| 1Y | +19.8% | +20.6% | -0.9% | +13.5% |
| 3Y | +70.7% | +29.5% | +41.2% | +48.9% |
| All | +88.5% | -41.0% | +129.5% | +101.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling