+2,715.8%
MSCI vs TECH
+454.6%
+2,261.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.7% |
| YTD | +13.0% | +24.3% | -11.3% | -2.7% |
| 1Y | +12.0% | +25.8% | -13.8% | -4.5% |
| 3Y | +34.1% | +26.0% | +8.1% | +3.1% |
| 5Y | +3.9% | -40.1% | +44.0% | +18.3% |
| 10Y | +802.0% | +210.6% | +591.4% | +295.8% |
| All | +2,715.8% | +454.6% | +2,261.2% | +751.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling