+9.5%
OMC vs TECH
+1.4%
+8.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -4.2% | -0.1% | -4.2% | -4.2% |
| 30D | -7.5% | +0.3% | -7.8% | -7.6% |
| 3M | +4.6% | +32.9% | -28.3% | -1.8% |
| 6M | -4.8% | +32.1% | -36.9% | -11.5% |
| YTD | -1.0% | +23.4% | -24.4% | -6.7% |
| 1Y | +3.8% | +34.1% | -30.2% | -5.0% |
| All | +9.5% | +1.4% | +8.1% | +2.6% |
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