+31.1%
OMC vs TECH
+189.9%
-158.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -4.4% | -0.4% | -3.9% | -4.3% |
| 30D | -7.6% | 0.0% | -7.6% | -7.6% |
| 3M | +4.5% | +33.7% | -29.1% | -2.4% |
| 6M | -0.3% | +34.9% | -35.2% | -8.1% |
| YTD | -0.1% | +23.2% | -23.3% | -6.2% |
| 1Y | +4.6% | +36.3% | -31.7% | -4.8% |
| 3Y | +10.5% | +2.3% | +8.2% | +4.6% |
| 5Y | +31.7% | -42.9% | +74.6% | +38.4% |
| All | +31.1% | +189.9% | -158.9% | -8.2% |
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