+71.4%
MSFT vs TECH
-41.8%
+113.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -1.4% | +0.2% | -1.6% | -1.4% |
| 30D | -1.0% | +0.1% | -1.2% | -1.1% |
| 3M | +20.2% | +37.5% | -17.3% | +11.3% |
| 6M | +21.3% | +34.6% | -13.3% | +11.6% |
| YTD | +2.8% | +23.5% | -20.7% | -3.8% |
| 1Y | 0.0% | +34.4% | -34.4% | -9.3% |
| 3Y | +51.2% | +2.3% | +49.0% | +42.3% |
| 5Y | +71.4% | -41.7% | +113.2% | +97.2% |
| All | +71.4% | -41.8% | +113.2% | +97.2% |
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 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