+45.3%
MMM vs TECH
-40.1%
+85.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | +6.2% | +0.2% | +6.0% | +6.2% |
| 30D | +14.2% | +0.3% | +13.9% | +14.1% |
| 3M | +2.9% | +1.3% | +1.6% | +2.6% |
| 6M | +27.6% | +54.0% | -26.4% | +14.8% |
| YTD | +17.3% | +24.3% | -7.0% | +9.6% |
| 1Y | +15.1% | +25.8% | -10.7% | +7.1% |
| 3Y | +157.1% | +26.0% | +131.2% | +130.1% |
| All | +45.3% | -40.1% | +85.4% | +46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling