+10.8%
MMM vs TECH
+34.5%
-23.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -1.6% | +0.2% | -1.8% | -1.6% |
| 30D | -8.0% | +0.1% | -8.1% | -8.0% |
| 3M | +9.4% | +37.5% | -28.1% | +5.6% |
| 6M | +10.2% | +34.6% | -24.3% | +5.8% |
| YTD | +6.1% | +23.5% | -17.4% | +3.0% |
| 1Y | +10.8% | +34.4% | -23.6% | +5.8% |
| All | +10.8% | +34.5% | -23.8% | +5.8% |
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