+161.8%
MS vs TECH
+25.7%
+136.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.1% | -5.8% | -5.9% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | -3.9% | +0.3% | -4.2% | -4.0% |
| 3M | -15.9% | +1.0% | -16.9% | -16.1% |
| 6M | -2.5% | +28.6% | -31.1% | -8.5% |
| YTD | +5.1% | +24.1% | -19.0% | -1.1% |
| 1Y | +13.0% | +21.9% | -9.0% | +6.7% |
| All | +161.8% | +25.7% | +136.1% | +126.8% |
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