+14.0%
MMM vs TECH
+26.2%
-12.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | +17.4% | +0.3% | +17.1% | +17.4% |
| 3M | +3.6% | +1.0% | +2.6% | +3.5% |
| 6M | +33.0% | +54.0% | -20.9% | +28.3% |
| YTD | +19.6% | +24.3% | -4.7% | +16.0% |
| 1Y | +14.0% | +23.7% | -9.7% | +10.4% |
| All | +14.0% | +26.2% | -12.2% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling