+174.8%
MS vs TECH
+25.7%
+149.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.1% | +3.1% |
| 7D | +0.7% | +0.2% | +0.5% | +0.7% |
| 30D | -0.9% | +0.5% | -1.4% | -1.0% |
| 3M | -13.0% | +0.9% | -13.8% | -13.1% |
| 6M | -2.0% | +51.0% | -53.0% | -10.9% |
| YTD | +7.8% | +24.4% | -16.6% | +1.4% |
| 1Y | +17.9% | +27.6% | -9.7% | +10.1% |
| 3Y | +174.8% | +29.9% | +144.9% | +136.7% |
| All | +174.8% | +25.7% | +149.1% | +136.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling