+7.6%
MOS vs TECH
+208.1%
-200.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +21.6% | +0.2% | +21.4% | +21.5% |
| 30D | +12.0% | +0.3% | +11.6% | +11.9% |
| 3M | -3.9% | +1.3% | -5.2% | -4.3% |
| 6M | -3.3% | +54.0% | -57.3% | -15.5% |
| YTD | -4.6% | +24.3% | -28.9% | -12.6% |
| 1Y | -7.0% | +25.8% | -32.8% | -15.3% |
| 3Y | -24.4% | +26.0% | -50.4% | -34.3% |
| 5Y | -32.1% | -40.1% | +8.0% | -25.6% |
| All | +7.6% | +208.1% | -200.5% | -41.8% |
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