+17.7%
MS vs TECH
+21.0%
-3.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +5.1% | +0.1% | +4.9% | +5.1% |
| 30D | +5.7% | +0.5% | +5.2% | +5.6% |
| 3M | -12.2% | +1.1% | -13.3% | -12.3% |
| 6M | -0.5% | +62.8% | -63.3% | -7.7% |
| YTD | +9.8% | +24.5% | -14.6% | +6.7% |
| 1Y | +17.7% | +20.6% | -2.9% | +14.7% |
| All | +17.7% | +21.0% | -3.3% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling