+6,288.2%
MS vs TECH
+9,834.8%
-3,546.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -0.3% | +0.7% | -1.0% | -0.4% |
| 3M | +0.3% | +36.3% | -36.1% | -9.0% |
| 6M | +31.3% | +25.6% | +5.8% | +20.4% |
| YTD | +24.7% | +23.7% | +1.0% | +14.5% |
| 1Y | +47.9% | +37.6% | +10.3% | +30.7% |
| 3Y | +178.3% | -6.6% | +184.9% | +166.4% |
| 5Y | +144.9% | -42.2% | +187.1% | +163.3% |
| 10Y | +804.5% | +187.6% | +617.0% | +503.1% |
| All | +6,288.2% | +9,834.8% | -3,546.6% | +2,390.3% |
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