+1,315.7%
MU vs TECH
-42.5%
+1,358.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | +0.1% | +8.9% | +8.9% |
| 30D | +13.8% | +0.7% | +13.1% | +13.5% |
| 3M | +2.1% | +36.3% | -34.3% | -9.3% |
| 6M | +153.8% | +25.6% | +128.2% | +127.1% |
| YTD | +256.4% | +23.7% | +232.7% | +217.3% |
| 1Y | +719.8% | +37.6% | +682.1% | +591.5% |
| 3Y | +1,360.4% | -6.6% | +1,367.0% | +1,299.9% |
| All | +1,315.7% | -42.5% | +1,358.2% | +1,482.8% |
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