+4,277.4%
MU vs TECH
+190.5%
+4,086.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -15.2% | +0.2% | -15.4% | -15.3% |
| 30D | -29.5% | +0.5% | -30.0% | -29.7% |
| 3M | -15.8% | +1.1% | -16.9% | -16.2% |
| 6M | -2.9% | +51.0% | -53.9% | -20.7% |
| YTD | +154.2% | +24.4% | +129.9% | +118.9% |
| 1Y | +186.6% | +27.4% | +159.1% | +142.7% |
| 3Y | +871.5% | +28.5% | +843.0% | +660.0% |
| 5Y | +911.7% | -40.9% | +952.6% | +1,117.0% |
| 10Y | +4,277.4% | +192.5% | +4,084.9% | +1,608.2% |
| All | +4,277.4% | +190.5% | +4,086.9% | +1,608.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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