+78.1%
MMM vs TECH
+187.7%
-109.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -0.8% | +0.2% | -1.1% | -0.9% |
| 30D | +14.4% | +0.5% | +13.9% | +14.3% |
| 3M | +1.8% | +1.0% | +0.8% | +1.6% |
| 6M | +31.3% | +54.1% | -22.8% | +17.8% |
| YTD | +18.0% | +24.4% | -6.4% | +9.9% |
| 1Y | +10.9% | +19.3% | -8.4% | +4.3% |
| 3Y | +160.6% | +28.5% | +132.1% | +132.3% |
| 5Y | +44.5% | -41.0% | +85.4% | +52.4% |
| All | +78.1% | +187.7% | -109.7% | +9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling