+210.8%
MGY vs TECH
+155.7%
+55.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | +6.8% | +0.3% | +6.6% | +6.8% |
| 3M | +2.6% | +32.9% | -30.3% | -5.6% |
| 6M | -3.1% | +32.1% | -35.2% | -11.9% |
| YTD | +29.4% | +23.4% | +6.0% | +19.2% |
| 1Y | +22.3% | +34.1% | -11.8% | +8.9% |
| 3Y | +26.6% | +2.2% | +24.4% | +17.2% |
| 5Y | +92.1% | -41.8% | +133.9% | +108.8% |
| All | +210.8% | +155.7% | +55.1% | +100.2% |
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