+671.4%
MSI vs TECH
+190.5%
+480.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +7.4% | +0.2% | +7.2% | +7.4% |
| 30D | +18.7% | +0.5% | +18.2% | +18.6% |
| 3M | +14.5% | +1.1% | +13.4% | +14.2% |
| 6M | +38.1% | +51.0% | -12.9% | +24.6% |
| YTD | +38.7% | +24.4% | +14.4% | +29.1% |
| 1Y | +35.4% | +27.4% | +8.0% | +25.0% |
| 3Y | +75.1% | +28.5% | +46.6% | +51.1% |
| 5Y | +126.4% | -40.9% | +167.3% | +149.0% |
| 10Y | +671.4% | +192.5% | +478.9% | +348.1% |
| All | +671.4% | +190.5% | +480.9% | +348.1% |
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