+54.7%
MNST vs TECH
-2.1%
+56.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.5% | +0.1% | -6.6% | -6.5% |
| 30D | -7.2% | +0.7% | -7.9% | -7.3% |
| 3M | -1.0% | +36.3% | -37.4% | -2.9% |
| 6M | +11.5% | +25.6% | -14.1% | +9.8% |
| YTD | +14.3% | +23.7% | -9.4% | +12.5% |
| 1Y | +38.1% | +37.6% | +0.5% | +34.0% |
| All | +54.7% | -2.1% | +56.8% | +48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling