+1,079.5%
MPC vs TECH
+208.1%
+871.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -16.2% | +0.2% | -16.4% | -16.2% |
| 30D | -15.7% | +0.3% | -16.1% | -15.8% |
| 3M | +24.9% | +1.3% | +23.6% | +24.4% |
| 6M | +52.7% | +54.0% | -1.3% | +34.0% |
| YTD | +131.9% | +24.3% | +107.6% | +113.6% |
| 1Y | +96.6% | +25.8% | +70.8% | +80.0% |
| 3Y | +163.8% | +26.0% | +137.8% | +127.0% |
| 5Y | +533.1% | -40.1% | +573.2% | +596.3% |
| All | +1,079.5% | +208.1% | +871.3% | +470.6% |
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