+15,612.2%
MA vs TECH
+557.4%
+15,054.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -0.5% | +0.2% | -0.8% | -0.6% |
| 30D | +7.9% | +0.5% | +7.4% | +7.7% |
| 3M | +16.8% | +1.0% | +15.8% | +16.4% |
| 6M | +31.0% | +54.1% | -23.1% | +10.5% |
| YTD | +15.0% | +24.4% | -9.3% | +2.5% |
| 1Y | +17.0% | +19.3% | -2.3% | +5.7% |
| 3Y | +68.5% | +28.5% | +39.9% | +35.6% |
| 5Y | +85.0% | -41.0% | +125.9% | +104.2% |
| 10Y | +561.3% | +189.3% | +372.0% | +214.0% |
| All | +15,612.2% | +557.4% | +15,054.8% | +5,034.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling