+5.6%
MSCI vs TECH
-41.4%
+47.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -0.7% | +0.2% | -0.9% | -0.7% |
| 30D | +16.2% | +0.5% | +15.7% | +16.0% |
| 3M | +16.1% | +1.0% | +15.2% | +15.8% |
| 6M | +12.9% | +54.1% | -41.1% | -2.8% |
| YTD | +14.8% | +24.4% | -9.6% | +3.7% |
| 1Y | +13.8% | +19.3% | -5.5% | +4.2% |
| 3Y | +31.2% | +28.5% | +2.7% | +4.1% |
| 5Y | +5.6% | -41.0% | +46.5% | +36.9% |
| All | +5.6% | -41.4% | +47.0% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling