-11.6%
MDB vs TECH
+29.6%
-41.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | +6.8% | +0.1% | +6.7% | +6.8% |
| 30D | -6.2% | +0.5% | -6.7% | -6.3% |
| 3M | -29.2% | +1.1% | -30.3% | -29.4% |
| 6M | +10.3% | +62.8% | -52.5% | -3.3% |
| YTD | -20.4% | +24.5% | -44.8% | -26.0% |
| 1Y | -4.8% | +20.6% | -25.5% | -11.1% |
| 3Y | -11.6% | +29.5% | -41.1% | -23.2% |
| All | -11.6% | +29.6% | -41.2% | -23.2% |
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