+2,812.9%
MMM vs TECH
+101,053.8%
-98,241.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -7.0% | +0.7% | -7.7% | -7.1% |
| 3M | +10.8% | +36.3% | -25.5% | +6.2% |
| 6M | +5.8% | +25.6% | -19.8% | +1.8% |
| YTD | +6.8% | +23.7% | -16.9% | +2.8% |
| 1Y | +10.4% | +37.6% | -27.3% | +4.7% |
| 3Y | +104.7% | -6.6% | +111.3% | +101.1% |
| 5Y | +23.6% | -42.2% | +65.8% | +27.1% |
| 10Y | +54.1% | +187.6% | -133.4% | +30.8% |
| All | +2,812.9% | +101,053.8% | -98,241.0% | +1,704.2% |
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 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