-94.0%
MSTU vs TECH
+34.5%
-128.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.2% | -6.6% | -6.7% |
| 7D | -22.0% | -0.5% | -21.5% | -21.9% |
| 30D | +60.3% | 0.0% | +60.3% | +60.4% |
| 3M | -3.7% | +37.4% | -41.2% | -17.9% |
| 6M | -45.2% | +36.9% | -82.1% | -54.9% |
| YTD | -64.3% | +23.1% | -87.4% | -66.3% |
| 1Y | -94.0% | +42.2% | -136.3% | -95.4% |
| All | -94.0% | +34.5% | -128.5% | -95.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling