+42.6%
TECH vs MDY
+15.0%
+27.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +1.0% |
| 7D | -0.1% | -0.8% | +0.7% | +0.7% |
| 30D | +0.3% | -3.9% | +4.2% | +4.5% |
| 3M | +32.9% | 0.0% | +33.0% | +32.7% |
| 6M | +32.1% | +8.5% | +23.5% | +19.1% |
| YTD | +23.4% | +13.2% | +10.2% | +5.8% |
| All | +42.6% | +15.0% | +27.6% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling