+1,098.3%
MPC vs TECH
+190.5%
+907.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -8.8% | +0.2% | -9.1% | -8.9% |
| 30D | -14.4% | +0.5% | -14.9% | -14.5% |
| 3M | +21.9% | +1.1% | +20.9% | +21.6% |
| 6M | +60.1% | +51.0% | +9.1% | +41.7% |
| YTD | +142.3% | +24.4% | +118.0% | +123.3% |
| 1Y | +101.7% | +27.4% | +74.2% | +84.0% |
| 3Y | +184.8% | +28.5% | +156.3% | +143.5% |
| 5Y | +564.6% | -40.9% | +605.5% | +635.6% |
| 10Y | +1,098.3% | +192.5% | +905.8% | +507.1% |
| All | +1,098.3% | +190.5% | +907.8% | +507.1% |
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