+118.0%
MOS vs TECH
+101,375.0%
-101,257.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.3% |
| 7D | +22.5% | -0.1% | +22.6% | +22.5% |
| 30D | +6.6% | +0.3% | +6.3% | +6.6% |
| 3M | -3.8% | +1.0% | -4.8% | -4.0% |
| 6M | -2.2% | +28.6% | -30.8% | -7.3% |
| YTD | -4.8% | +24.1% | -28.9% | -9.6% |
| 1Y | -11.7% | +21.9% | -33.6% | -16.0% |
| 3Y | -26.5% | +25.7% | -52.2% | -31.8% |
| 5Y | -32.2% | -40.2% | +8.0% | -29.4% |
| 10Y | +10.2% | +210.1% | -199.9% | -13.4% |
| All | +118.0% | +101,375.0% | -101,257.0% | +11.9% |
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