+61.7%
MAS vs TECH
+25.7%
+36.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | +4.6% | -0.1% | +4.6% | +4.6% |
| 30D | +19.9% | +0.3% | +19.6% | +19.8% |
| 3M | +8.9% | +1.0% | +7.9% | +8.6% |
| 6M | +20.2% | +28.6% | -8.4% | +9.8% |
| YTD | +33.9% | +24.1% | +9.8% | +22.5% |
| 1Y | +34.7% | +21.9% | +12.8% | +23.8% |
| All | +61.7% | +25.7% | +36.0% | +39.5% |
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