+855.4%
MU vs TECH
+25.9%
+829.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.1% |
| 7D | -22.0% | +0.2% | -22.2% | -22.0% |
| 30D | -36.6% | +0.3% | -36.9% | -36.6% |
| 3M | -21.7% | +1.3% | -23.0% | -22.0% |
| 6M | +3.5% | +54.0% | -50.4% | -10.7% |
| YTD | +141.9% | +24.3% | +117.6% | +119.1% |
| 1Y | +189.8% | +25.8% | +164.0% | +160.4% |
| 3Y | +855.4% | +26.0% | +829.4% | +757.0% |
| All | +855.4% | +25.9% | +829.5% | +757.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling