+445.3%
MP vs TECH
+16.0%
+429.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +13.8% | +0.7% | +13.1% | +13.5% |
| 3M | -16.7% | +36.3% | -53.0% | -28.5% |
| 6M | -11.5% | +25.6% | -37.1% | -23.1% |
| YTD | +7.9% | +23.7% | -15.8% | -6.1% |
| 1Y | -15.0% | +37.6% | -52.7% | -31.7% |
| 3Y | +153.5% | -6.6% | +160.1% | +142.3% |
| 5Y | +58.7% | -42.2% | +100.9% | +87.4% |
| All | +445.3% | +16.0% | +429.3% | +429.8% |
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 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