+3,874.2%
MSI vs TECH
+101,053.8%
-97,179.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -3.7% | +0.1% | -3.8% | -3.7% |
| 30D | +6.8% | +0.7% | +6.1% | +6.7% |
| 3M | +14.3% | +36.3% | -22.0% | +7.4% |
| 6M | -1.6% | +25.6% | -27.1% | -6.8% |
| YTD | +22.8% | +23.7% | -0.9% | +16.1% |
| 1Y | -1.1% | +37.6% | -38.7% | -8.8% |
| 3Y | +70.5% | -6.6% | +77.1% | +64.2% |
| 5Y | +102.8% | -42.2% | +145.0% | +111.2% |
| 10Y | +597.4% | +187.6% | +409.8% | +433.0% |
| All | +3,874.2% | +101,053.8% | -97,179.6% | +2,001.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling