-3.5%
MCD vs TECH
+26.8%
-30.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +5.9% | +0.2% | +5.7% | +6.0% |
| 30D | +19.6% | +0.5% | +19.1% | +19.7% |
| 3M | +3.3% | +0.9% | +2.4% | +3.3% |
| 6M | +3.5% | +51.0% | -47.6% | +3.5% |
| YTD | -6.1% | +24.4% | -30.5% | -6.3% |
| All | -3.5% | +26.8% | -30.3% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling