+101,542.7%
TECH vs MTB
+7,521.0%
+94,021.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | +0.2% | -1.3% | +1.5% | +0.5% |
| 30D | +0.3% | +0.5% | -0.2% | +0.2% |
| 3M | +1.3% | -12.4% | +13.7% | +4.9% |
| 6M | +54.0% | +1.5% | +52.5% | +53.0% |
| YTD | +24.3% | +10.3% | +14.0% | +20.7% |
| 1Y | +25.8% | +22.2% | +3.6% | +18.9% |
| 3Y | +26.0% | +96.9% | -71.0% | +4.8% |
| 5Y | -40.1% | +64.3% | -104.4% | -48.7% |
| 10Y | +210.6% | +137.8% | +72.8% | +125.7% |
| All | +101,542.7% | +7,521.0% | +94,021.7% | +25,778.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling