+5,979.9%
MCD vs TECH
+101,053.8%
-95,073.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | -6.0% | +0.7% | -6.7% | -6.1% |
| 3M | -5.6% | +36.3% | -41.9% | -8.2% |
| 6M | -21.9% | +25.6% | -47.4% | -23.8% |
| YTD | -14.7% | +23.7% | -38.4% | -16.8% |
| 1Y | -17.3% | +37.6% | -54.9% | -20.2% |
| 3Y | -2.2% | -6.6% | +4.4% | -3.7% |
| 5Y | +20.3% | -42.2% | +62.5% | +22.2% |
| 10Y | +180.7% | +187.6% | -6.9% | +148.8% |
| All | +5,979.9% | +101,053.8% | -95,073.9% | +4,274.2% |
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 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