+180.6%
MPC vs TECH
-6.2%
+186.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +31.0% | +0.7% | +30.3% | +30.8% |
| 3M | +46.0% | +36.3% | +9.7% | +39.7% |
| 6M | +77.3% | +25.6% | +51.7% | +70.9% |
| YTD | +141.9% | +23.7% | +118.2% | +133.5% |
| 1Y | +120.9% | +37.6% | +83.3% | +108.7% |
| All | +180.6% | -6.2% | +186.9% | +159.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling