+101,053.8%
TECH vs MKC
+3,376.8%
+97,677.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.2% |
| 7D | +0.1% | -5.9% | +6.0% | +1.7% |
| 30D | +0.7% | -0.9% | +1.6% | +0.8% |
| 3M | +36.3% | +12.7% | +23.6% | +31.7% |
| 6M | +25.6% | -19.3% | +44.9% | +31.9% |
| YTD | +23.7% | -22.2% | +45.8% | +30.8% |
| 1Y | +37.6% | -23.3% | +61.0% | +46.1% |
| 3Y | -6.6% | -30.0% | +23.4% | +0.7% |
| 5Y | -42.2% | -33.8% | -8.5% | -37.6% |
| 10Y | +187.6% | +24.4% | +163.1% | +159.9% |
| All | +101,053.8% | +3,376.8% | +97,677.1% | +49,375.0% |
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