+966.8%
MOD vs TECH
+204.1%
+762.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.1% | +9.8% | +9.8% |
| 7D | -13.9% | +0.2% | -14.2% | -14.0% |
| 30D | -41.5% | +0.5% | -42.0% | -41.6% |
| 3M | -45.7% | +0.9% | -46.6% | -45.9% |
| 6M | -61.1% | +51.0% | -112.2% | -67.1% |
| YTD | -20.5% | +24.4% | -44.9% | -29.0% |
| 1Y | -32.1% | +27.6% | -59.7% | -40.0% |
| 3Y | +146.5% | +29.9% | +116.5% | +107.4% |
| 5Y | +812.7% | -40.6% | +853.4% | +910.7% |
| 10Y | +966.8% | +196.7% | +770.1% | +404.4% |
| All | +966.8% | +204.1% | +762.7% | +404.4% |
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 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