+27.5%
MSI vs TECH
+19.5%
+8.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | +2.8% | +0.1% | +2.8% | +2.8% |
| 30D | +9.1% | +0.2% | +8.9% | +9.1% |
| 3M | +12.5% | +1.0% | +11.5% | +12.5% |
| 6M | +14.2% | +33.3% | -19.0% | +12.7% |
| YTD | +30.7% | +24.2% | +6.5% | +27.2% |
| 1Y | +27.5% | +19.7% | +7.8% | +24.2% |
| All | +27.5% | +19.5% | +8.1% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling