+101,598.4%
TECH vs MKC
+3,052.1%
+98,546.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.6% |
| 7D | +0.2% | -2.4% | +2.6% | +0.8% |
| 30D | +0.5% | +5.4% | -4.9% | -1.1% |
| 3M | +1.1% | -11.1% | +12.2% | +3.8% |
| 6M | +51.0% | -1.4% | +52.4% | +50.6% |
| YTD | +24.4% | -29.4% | +53.8% | +34.5% |
| 1Y | +27.4% | -24.7% | +52.2% | +35.4% |
| 3Y | +28.5% | -21.8% | +50.3% | +34.6% |
| 5Y | -40.9% | -36.0% | -4.9% | -35.7% |
| 10Y | +192.5% | +24.9% | +167.6% | +163.6% |
| All | +101,598.4% | +3,052.1% | +98,546.3% | +50,749.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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