+800.7%
MSCI vs TECH
+190.5%
+610.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.7% | +0.2% | +2.4% | +2.6% |
| 30D | +16.2% | +0.5% | +15.7% | +16.0% |
| 3M | +17.1% | +1.1% | +16.0% | +16.6% |
| 6M | +13.0% | +51.0% | -38.0% | -5.9% |
| YTD | +15.8% | +24.4% | -8.6% | +1.4% |
| 1Y | +15.5% | +27.4% | -12.0% | -0.3% |
| 3Y | +32.3% | +28.5% | +3.8% | +2.5% |
| 5Y | +8.2% | -40.9% | +49.0% | +27.2% |
| 10Y | +800.7% | +192.5% | +608.2% | +371.2% |
| All | +800.7% | +190.5% | +610.2% | +371.2% |
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 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