+69.3%
MSI vs TECH
-0.6%
+69.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -5.8% | +0.2% | -5.9% | -5.8% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | +14.2% | +37.5% | -23.3% | +11.6% |
| 6M | +1.0% | +34.6% | -33.5% | -1.3% |
| YTD | +21.5% | +23.5% | -2.0% | +19.0% |
| 1Y | -2.1% | +34.4% | -36.5% | -5.1% |
| 3Y | +69.3% | +2.3% | +67.1% | +65.2% |
| All | +69.3% | -0.6% | +69.9% | +65.2% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling