-11.4%
MOS vs TECH
+23.9%
-35.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.6% | -4.6% |
| 7D | -2.6% | +0.2% | -2.8% | -2.6% |
| 30D | +13.5% | +0.5% | +13.0% | +13.4% |
| 3M | -2.9% | +1.0% | -3.9% | -3.0% |
| 6M | -1.0% | +54.1% | -55.1% | -6.3% |
| YTD | -7.2% | +24.4% | -31.6% | -9.3% |
| 1Y | -11.4% | +19.3% | -30.7% | -13.6% |
| All | -11.4% | +23.9% | -35.3% | -13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling