+91.9%
MO vs TECH
+1.4%
+90.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | +3.6% | +0.3% | +3.3% | +3.6% |
| 3M | -3.7% | +32.9% | -36.6% | -3.8% |
| 6M | +4.5% | +32.1% | -27.6% | +4.4% |
| YTD | +21.5% | +23.4% | -1.9% | +21.5% |
| 1Y | +9.5% | +34.1% | -24.5% | +9.5% |
| All | +91.9% | +1.4% | +90.5% | +96.9% |
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