+189.3%
TECH vs MTB
+115.1%
+74.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.1% |
| 7D | +0.1% | +1.5% | -1.4% | -0.3% |
| 30D | +0.5% | +2.3% | -1.8% | -0.2% |
| 3M | +1.1% | -12.1% | +13.2% | +4.7% |
| 6M | +62.8% | +9.8% | +53.0% | +58.2% |
| YTD | +24.5% | +12.0% | +12.5% | +20.3% |
| 1Y | +20.6% | +22.0% | -1.4% | +13.9% |
| 3Y | +29.5% | +107.6% | -78.1% | +7.0% |
| 5Y | -40.9% | +61.9% | -102.8% | -48.8% |
| All | +189.3% | +115.1% | +74.2% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 10y: compounded portfolio wealth divided by compounded MTB 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…
10y analysis · Full analysis span regression · 6 months rolling