+938.2%
MU vs TECH
-41.0%
+979.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +12.8% | +0.1% | +12.7% | +12.7% |
| 30D | -14.9% | +0.5% | -15.4% | -15.0% |
| 3M | -18.0% | +1.1% | -19.1% | -18.4% |
| 6M | -3.1% | +62.8% | -66.0% | -19.9% |
| YTD | +172.9% | +24.5% | +148.4% | +142.0% |
| 1Y | +228.8% | +20.6% | +208.2% | +195.2% |
| 3Y | +950.8% | +29.5% | +921.4% | +756.9% |
| All | +938.2% | -41.0% | +979.2% | +1,090.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling