+2.5%
TECH vs MKTX
-25.1%
+27.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | -0.1% | +0.3% | -0.3% | -0.1% |
| 30D | +0.3% | +1.0% | -0.7% | +0.2% |
| 3M | +32.9% | +40.8% | -7.9% | +26.6% |
| 6M | +32.1% | -10.9% | +43.0% | +36.5% |
| YTD | +23.4% | -8.6% | +32.0% | +26.8% |
| 1Y | +34.1% | -11.6% | +45.6% | +38.8% |
| All | +2.5% | -25.1% | +27.6% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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