+582.3%
MPC vs TECH
-41.3%
+623.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | -12.2% | +0.3% | -12.5% | -12.2% |
| 3M | +20.1% | +1.0% | +19.1% | +19.9% |
| 6M | +60.6% | +54.0% | +6.6% | +49.7% |
| YTD | +150.6% | +24.3% | +126.3% | +140.2% |
| 1Y | +104.7% | +23.7% | +80.9% | +96.1% |
| 3Y | +194.5% | +28.5% | +166.0% | +172.0% |
| 5Y | +582.3% | -41.2% | +623.5% | +559.1% |
| All | +582.3% | -41.3% | +623.6% | +559.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling