+255.6%
MXL vs TECH
+406.4%
-150.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.2% | +6.2% | +6.1% |
| 7D | +15.5% | +0.2% | +15.3% | +15.3% |
| 30D | -11.3% | +0.1% | -11.4% | -11.4% |
| 3M | -16.1% | +37.5% | -53.6% | -31.9% |
| 6M | +323.0% | +34.6% | +288.5% | +236.7% |
| YTD | +281.5% | +23.5% | +258.0% | +218.2% |
| 1Y | +319.3% | +34.4% | +284.9% | +228.2% |
| 3Y | +189.4% | +2.3% | +187.1% | +154.1% |
| 5Y | +26.0% | -41.7% | +67.7% | +59.5% |
| 10Y | +243.5% | +177.6% | +65.9% | +58.7% |
| All | +255.6% | +406.4% | -150.8% | -1.7% |
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 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