+10.5%
MCD vs TECH
+25.9%
-15.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +7.1% | +0.2% | +7.0% | +7.1% |
| 30D | +19.8% | +0.3% | +19.4% | +19.8% |
| 3M | +0.8% | +1.3% | -0.5% | +0.8% |
| 6M | -1.3% | +54.0% | -55.3% | -3.2% |
| YTD | -7.8% | +24.3% | -32.0% | -8.8% |
| 1Y | -5.0% | +25.8% | -30.8% | -6.1% |
| 3Y | +10.5% | +26.0% | -15.4% | +8.2% |
| All | +10.5% | +25.9% | -15.3% | +8.2% |
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