+28.5%
TECH vs MDY
+58.3%
-29.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | +0.2% | 0.0% | +0.2% | -0.1% |
| 30D | +0.5% | +1.0% | -0.5% | -1.0% |
| 3M | +1.1% | -4.1% | +5.2% | +5.5% |
| 6M | +51.0% | +0.6% | +50.4% | +48.9% |
| YTD | +24.4% | +12.9% | +11.4% | +6.3% |
| 1Y | +27.4% | +14.6% | +12.8% | +7.0% |
| 3Y | +28.5% | +57.1% | -28.6% | -27.9% |
| All | +28.5% | +58.3% | -29.8% | -27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling