+596.9%
MSI vs TECH
+179.6%
+417.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -4.0% | -0.1% | -3.9% | -4.0% |
| 30D | -0.5% | +0.3% | -0.7% | -0.5% |
| 3M | +11.4% | +32.9% | -21.5% | +3.8% |
| 6M | +1.0% | +32.1% | -31.1% | -6.8% |
| YTD | +20.7% | +23.4% | -2.7% | +12.5% |
| 1Y | -2.7% | +34.1% | -36.7% | -11.9% |
| 3Y | +68.2% | +2.2% | +66.0% | +56.5% |
| 5Y | +100.0% | -41.8% | +141.8% | +120.0% |
| 10Y | +596.9% | +188.9% | +408.0% | +308.7% |
| All | +596.9% | +179.6% | +417.3% | +308.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling