+14,854.2%
MO vs TECH
+101,053.8%
-86,199.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +0.6% | +0.7% | -0.1% | +0.6% |
| 3M | -1.0% | +36.3% | -37.3% | -3.2% |
| 6M | +4.3% | +25.6% | -21.2% | +2.3% |
| YTD | +23.3% | +23.7% | -0.4% | +20.8% |
| 1Y | +10.5% | +37.6% | -27.2% | +7.2% |
| 3Y | +96.3% | -6.6% | +102.8% | +93.7% |
| 5Y | +98.9% | -42.2% | +141.1% | +101.5% |
| 10Y | +103.6% | +187.6% | -84.0% | +82.1% |
| All | +14,854.2% | +101,053.8% | -86,199.7% | +10,069.4% |
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