+807.9%
TECH vs MKTX
+1,446.2%
-638.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +0.7% | +1.1% | -0.4% | +0.5% |
| 3M | +36.3% | +36.1% | +0.2% | +28.6% |
| 6M | +25.6% | -12.9% | +38.4% | +27.3% |
| YTD | +23.7% | -8.5% | +32.2% | +24.2% |
| 1Y | +37.6% | -7.5% | +45.2% | +37.8% |
| 3Y | -6.6% | -28.3% | +21.8% | -3.7% |
| 5Y | -42.2% | -63.3% | +21.1% | -34.6% |
| 10Y | +187.6% | +4.5% | +183.1% | +177.2% |
| All | +807.9% | +1,446.2% | -638.3% | +471.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling