+18.2%
MUB vs TECH
+179.8%
-161.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | -1.5% | +0.1% | -1.7% | -1.5% |
| 3M | -1.9% | +37.5% | -39.4% | -2.8% |
| 6M | -1.7% | +34.6% | -36.3% | -2.7% |
| YTD | -0.8% | +23.5% | -24.3% | -1.6% |
| 1Y | +1.5% | +34.4% | -32.9% | +0.3% |
| 3Y | +8.8% | +2.3% | +6.5% | +7.9% |
| 5Y | +2.0% | -41.7% | +43.7% | +2.6% |
| All | +18.2% | +179.8% | -161.6% | +14.7% |
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