+34.1%
TECH vs MSTZ
-19.0%
+53.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.5% | +0.1% |
| 7D | -0.1% | -23.6% | +23.5% | -0.5% |
| 30D | +0.3% | -60.7% | +61.0% | -1.6% |
| 3M | +32.9% | -58.3% | +91.2% | +32.9% |
| 6M | +32.1% | -60.0% | +92.1% | +33.2% |
| YTD | +23.4% | -75.2% | +98.6% | +25.0% |
| 1Y | +34.1% | -19.9% | +53.9% | +65.4% |
| All | +34.1% | -19.0% | +53.1% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1y: compounded portfolio wealth divided by compounded MSTZ 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…
1y analysis · Full analysis span regression · 6 months rolling