+29.2%
OMC vs TECH
+29.6%
-0.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | +1.9% | +0.1% | +1.7% | +1.8% |
| 30D | +12.2% | +0.5% | +11.7% | +12.1% |
| 3M | +0.6% | +1.1% | -0.5% | +0.4% |
| 6M | +21.0% | +62.8% | -41.8% | +8.4% |
| YTD | +12.4% | +24.5% | -12.1% | +5.8% |
| 1Y | +25.4% | +20.6% | +4.8% | +18.7% |
| 3Y | +29.2% | +29.5% | -0.3% | +14.5% |
| All | +29.2% | +29.6% | -0.4% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling