+3,215.7%
MPC vs TECH
+322.1%
+2,893.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.3% |
| 3M | +20.1% | +1.0% | +19.1% | +19.7% |
| 6M | +60.6% | +54.0% | +6.6% | +38.2% |
| YTD | +150.6% | +24.3% | +126.3% | +127.2% |
| 1Y | +104.7% | +23.7% | +80.9% | +85.3% |
| 3Y | +194.5% | +28.5% | +166.0% | +145.1% |
| 5Y | +582.3% | -41.2% | +623.5% | +652.4% |
| 10Y | +1,135.3% | +189.2% | +946.1% | +448.1% |
| All | +3,215.7% | +322.1% | +2,893.6% | +1,030.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling