+1,620.6%
MAS vs TECH
+101,375.0%
-99,754.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.7% |
| 6M | +20.2% | +28.6% | -8.4% | +14.0% |
| YTD | +33.9% | +24.1% | +9.8% | +27.3% |
| 1Y | +34.7% | +21.9% | +12.8% | +28.4% |
| 3Y | +60.4% | +25.7% | +34.7% | +50.2% |
| 5Y | +43.5% | -40.2% | +83.7% | +50.2% |
| 10Y | +226.7% | +210.1% | +16.6% | +164.0% |
| All | +1,620.6% | +101,375.0% | -99,754.4% | +886.1% |
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