+3,005.7%
MPC vs TECH
+321.3%
+2,684.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | -12.8% | -0.1% | -12.7% | -12.7% |
| 30D | -12.7% | +0.3% | -13.0% | -12.8% |
| 3M | +27.1% | +1.0% | +26.0% | +26.7% |
| 6M | +45.8% | +28.6% | +17.2% | +32.4% |
| YTD | +134.7% | +24.1% | +110.6% | +112.9% |
| 1Y | +106.0% | +21.9% | +84.1% | +87.4% |
| 3Y | +165.5% | +25.7% | +139.8% | +122.9% |
| 5Y | +540.9% | -40.2% | +581.1% | +600.2% |
| 10Y | +1,133.6% | +210.1% | +923.6% | +427.8% |
| All | +3,005.7% | +321.3% | +2,684.4% | +959.1% |
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