+605.8%
MSCI vs TECH
+178.6%
+427.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | -2.1% | +0.2% | -2.3% | -2.1% |
| 30D | -1.7% | +0.1% | -1.9% | -1.8% |
| 3M | -8.2% | +37.5% | -45.7% | -20.4% |
| 6M | -2.4% | +34.6% | -37.0% | -16.6% |
| YTD | -2.8% | +23.5% | -26.3% | -14.6% |
| 1Y | -2.7% | +34.4% | -37.1% | -19.0% |
| 3Y | +7.3% | +2.3% | +5.0% | -5.8% |
| 5Y | -11.4% | -41.7% | +30.3% | +4.5% |
| 10Y | +605.8% | +177.6% | +428.2% | +267.2% |
| All | +605.8% | +178.6% | +427.2% | +267.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling