+236.9%
MU vs TECH
+26.2%
+210.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | -18.0% | +0.3% | -18.3% | -18.0% |
| 3M | -6.6% | +1.0% | -7.6% | -6.8% |
| 6M | +2.0% | +54.0% | -51.9% | -3.0% |
| YTD | +184.5% | +24.3% | +160.1% | +162.3% |
| 1Y | +236.9% | +23.7% | +213.2% | +211.1% |
| All | +236.9% | +26.2% | +210.6% | +211.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling