+3,159.7%
MMM vs TECH
+101,612.5%
-98,452.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +5.8% | +0.2% | +5.5% | +5.7% |
| 30D | +17.9% | +0.5% | +17.4% | +17.9% |
| 3M | +3.6% | +0.9% | +2.7% | +3.5% |
| 6M | +32.9% | +51.0% | -18.1% | +25.6% |
| YTD | +19.5% | +24.4% | -4.9% | +15.0% |
| 1Y | +16.5% | +27.6% | -11.0% | +11.7% |
| 3Y | +167.2% | +29.9% | +137.2% | +152.5% |
| 5Y | +48.2% | -40.6% | +88.9% | +52.2% |
| 10Y | +83.0% | +196.7% | -113.7% | +54.9% |
| All | +3,159.7% | +101,612.5% | -98,452.7% | +1,917.7% |
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