+76.6%
MSI vs TECH
+25.7%
+50.8%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +8.3% | +0.2% | +8.1% | +8.3% |
| 30D | +18.9% | +0.5% | +18.4% | +18.8% |
| 3M | +13.2% | +0.9% | +12.4% | +13.2% |
| 6M | +38.3% | +51.0% | -12.8% | +34.6% |
| YTD | +38.9% | +24.4% | +14.5% | +36.2% |
| 1Y | +36.7% | +27.6% | +9.1% | +33.8% |
| 3Y | +76.6% | +29.9% | +46.6% | +71.9% |
| All | +76.6% | +25.7% | +50.8% | +71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling