+287.6%
MP vs TECH
+16.7%
+270.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +9.5% | +0.1% | +9.3% | +9.4% |
| 30D | -3.0% | +0.5% | -3.5% | -3.2% |
| 3M | -30.4% | +1.1% | -31.5% | -30.7% |
| 6M | -39.2% | +62.8% | -102.0% | -52.2% |
| YTD | -23.3% | +24.5% | -47.7% | -33.4% |
| 1Y | -32.6% | +20.6% | -53.3% | -40.9% |
| 3Y | +159.3% | +29.5% | +129.8% | +106.8% |
| 5Y | -16.4% | -40.9% | +24.5% | -2.0% |
| All | +287.6% | +16.7% | +270.9% | +275.6% |
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 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