+6,475.2%
MCD vs TECH
+101,542.6%
-95,067.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.7% |
| 3M | +0.8% | +1.3% | -0.5% | +0.7% |
| 6M | -1.3% | +54.0% | -55.3% | -5.1% |
| YTD | -7.8% | +24.3% | -32.0% | -10.1% |
| 1Y | -5.0% | +25.8% | -30.8% | -7.5% |
| 3Y | +10.5% | +26.0% | -15.4% | +6.1% |
| 5Y | +22.0% | -40.1% | +62.1% | +23.7% |
| 10Y | +216.7% | +210.6% | +6.1% | +179.2% |
| All | +6,475.2% | +101,542.6% | -95,067.4% | +4,628.7% |
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