+785.4%
MSCI vs TECH
+208.1%
+577.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.4% | -2.3% |
| 7D | +2.8% | +0.2% | +2.7% | +2.8% |
| 30D | +15.4% | +0.3% | +15.1% | +15.3% |
| 3M | +13.4% | +1.3% | +12.1% | +12.8% |
| 6M | +10.9% | +54.0% | -43.1% | -8.5% |
| YTD | +13.0% | +24.3% | -11.3% | -1.0% |
| 1Y | +12.0% | +25.8% | -13.8% | -2.7% |
| 3Y | +34.1% | +26.0% | +8.1% | +5.0% |
| 5Y | +3.9% | -40.1% | +44.0% | +21.2% |
| All | +785.4% | +208.1% | +577.3% | +359.5% |
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