+1,171.8%
MPC vs TECH
+187.9%
+983.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +11.2% | +0.1% | +11.1% | +11.2% |
| 30D | -14.5% | +0.5% | -15.0% | -14.6% |
| 3M | +16.7% | +1.1% | +15.6% | +16.3% |
| 6M | +67.6% | +62.8% | +4.7% | +45.2% |
| YTD | +157.9% | +24.5% | +133.5% | +137.6% |
| 1Y | +116.7% | +20.6% | +96.0% | +101.0% |
| 3Y | +199.8% | +29.5% | +170.3% | +155.6% |
| 5Y | +604.4% | -40.9% | +645.3% | +680.2% |
| All | +1,171.8% | +187.9% | +983.9% | +537.6% |
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