+9,834.8%
TECH vs MDY
+2,662.7%
+7,172.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.7% | -1.5% | +2.2% | +1.8% |
| 3M | +36.3% | +0.8% | +35.6% | +35.6% |
| 6M | +25.6% | +7.4% | +18.2% | +18.6% |
| YTD | +23.7% | +15.2% | +8.5% | +10.9% |
| 1Y | +37.6% | +16.5% | +21.1% | +22.6% |
| 3Y | -6.6% | +46.8% | -53.4% | -28.9% |
| 5Y | -42.2% | +46.0% | -88.3% | -55.5% |
| 10Y | +187.6% | +172.1% | +15.5% | +36.1% |
| All | +9,834.8% | +2,662.7% | +7,172.1% | +671.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling