+2.0%
MUB vs TECH
-41.7%
+43.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.4% | +0.7% | -2.1% | -1.4% |
| 3M | -2.2% | +36.3% | -38.5% | -2.9% |
| 6M | -1.9% | +25.6% | -27.5% | -2.6% |
| YTD | -0.8% | +23.7% | -24.5% | -1.5% |
| 1Y | +2.7% | +37.6% | -34.9% | +1.6% |
| 3Y | +8.6% | -6.6% | +15.2% | +8.0% |
| All | +2.0% | -41.7% | +43.7% | +1.8% |
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