+75.9%
MUB vs TECH
+438.6%
-362.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.7% | +0.2% | +0.5% | +0.7% |
| 30D | +4.4% | +0.3% | +4.0% | +4.4% |
| 3M | -0.2% | +1.3% | -1.5% | -0.2% |
| 6M | -0.6% | +54.0% | -54.6% | -1.5% |
| YTD | +0.3% | +24.3% | -23.9% | -0.2% |
| 1Y | +0.8% | +25.8% | -25.0% | +0.2% |
| 3Y | +12.0% | +26.0% | -13.9% | +11.0% |
| 5Y | +3.4% | -40.1% | +43.6% | +3.5% |
| 10Y | +20.7% | +210.6% | -189.9% | +19.0% |
| All | +75.9% | +438.6% | -362.7% | +74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling