+110.9%
MO vs TECH
+189.9%
-79.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +0.1% | -0.4% | +0.6% | +0.2% |
| 30D | +7.1% | 0.0% | +7.2% | +7.1% |
| 3M | -2.0% | +33.7% | -35.6% | -4.2% |
| 6M | +7.3% | +34.9% | -27.6% | +4.3% |
| YTD | +23.5% | +23.2% | +0.3% | +20.8% |
| 1Y | +11.0% | +36.3% | -25.3% | +7.4% |
| 3Y | +95.0% | +2.3% | +92.7% | +90.9% |
| 5Y | +100.6% | -42.9% | +143.5% | +109.9% |
| All | +110.9% | +189.9% | -79.1% | +66.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling