+1,082.7%
MOD vs TECH
-41.0%
+1,123.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | +0.1% | +27.8% | +27.8% |
| 7D | +40.4% | +0.1% | +40.3% | +40.4% |
| 30D | -14.0% | +0.5% | -14.5% | -14.2% |
| 3M | -33.3% | +1.1% | -34.4% | -33.6% |
| 6M | -51.4% | +62.8% | -114.2% | -59.8% |
| YTD | +1.6% | +24.5% | -22.8% | -9.0% |
| 1Y | +5.4% | +20.6% | -15.3% | -4.3% |
| 3Y | +191.0% | +29.5% | +161.5% | +144.7% |
| All | +1,082.7% | -41.0% | +1,123.7% | +1,071.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling