+633.5%
MSCI vs TECH
+179.1%
+454.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +0.6% | +0.7% | -0.2% | +0.3% |
| 3M | -7.1% | +36.3% | -43.4% | -19.2% |
| 6M | +0.8% | +25.6% | -24.7% | -11.2% |
| YTD | +1.0% | +23.7% | -22.7% | -11.3% |
| 1Y | +4.3% | +37.6% | -33.3% | -14.1% |
| 3Y | +9.9% | -6.6% | +16.5% | +1.7% |
| 5Y | -6.8% | -42.2% | +35.5% | +10.5% |
| All | +633.5% | +179.1% | +454.4% | +281.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling