+607.1%
MS vs TECH
+208.1%
+399.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | -3.8% | +0.3% | -4.1% | -3.9% |
| 3M | -14.6% | +1.3% | -15.9% | -15.0% |
| 6M | -5.1% | +54.0% | -59.0% | -18.9% |
| YTD | +4.5% | +24.3% | -19.8% | -5.4% |
| 1Y | +13.5% | +25.8% | -12.3% | +2.1% |
| 3Y | +160.4% | +26.0% | +134.4% | +120.0% |
| 5Y | +112.9% | -40.1% | +153.0% | +135.4% |
| All | +607.1% | +208.1% | +399.0% | +196.5% |
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 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