+188.9%
TECH vs MDY
+170.4%
+18.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.8% |
| 7D | -0.1% | -0.8% | +0.7% | +0.6% |
| 30D | +0.3% | -3.9% | +4.2% | +3.6% |
| 3M | +32.9% | 0.0% | +33.0% | +33.0% |
| 6M | +32.1% | +8.5% | +23.5% | +22.8% |
| YTD | +23.4% | +13.2% | +10.2% | +11.0% |
| 1Y | +34.1% | +15.0% | +19.0% | +19.3% |
| 3Y | +2.2% | +49.6% | -47.4% | -25.0% |
| 5Y | -41.8% | +46.0% | -87.8% | -56.4% |
| 10Y | +188.9% | +176.4% | +12.6% | +34.6% |
| All | +188.9% | +170.4% | +18.5% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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