+48.2%
OMC vs TECH
+187.7%
-139.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | +10.6% | +0.5% | +10.1% | +10.5% |
| 3M | +2.6% | +1.0% | +1.6% | +2.4% |
| 6M | +16.6% | +54.1% | -37.4% | +5.2% |
| YTD | +10.9% | +24.4% | -13.5% | +3.9% |
| 1Y | +22.1% | +19.3% | +2.8% | +15.3% |
| 3Y | +27.5% | +28.5% | -1.1% | +14.9% |
| 5Y | +50.6% | -41.0% | +91.6% | +57.3% |
| All | +48.2% | +187.7% | -139.5% | +4.4% |
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 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