+6,406.1%
OMC vs TECH
+101,682.4%
-95,276.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.7% |
| YTD | +12.4% | +24.5% | -12.1% | +7.9% |
| 1Y | +25.4% | +20.6% | +4.8% | +20.8% |
| 3Y | +29.2% | +29.5% | -0.3% | +21.7% |
| 5Y | +52.6% | -40.9% | +93.5% | +57.0% |
| 10Y | +53.6% | +189.5% | -135.9% | +27.9% |
| All | +6,406.1% | +101,682.4% | -95,276.3% | +3,668.5% |
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 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