+100.1%
MO vs TECH
-42.4%
+142.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.6% | +1.3% |
| 7D | -1.0% | -0.5% | -0.5% | -1.0% |
| 30D | +5.8% | 0.0% | +5.8% | +5.8% |
| 3M | -4.5% | +37.4% | -42.0% | -5.3% |
| 6M | +5.7% | +36.9% | -31.1% | +4.8% |
| YTD | +23.1% | +23.1% | 0.0% | +22.3% |
| 1Y | +10.9% | +42.2% | -31.3% | +9.6% |
| 3Y | +96.1% | +1.9% | +94.2% | +95.2% |
| 5Y | +100.1% | -42.9% | +143.0% | +98.6% |
| All | +100.1% | -42.4% | +142.5% | +98.6% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling