+73.9%
MUB vs TECH
+436.0%
-362.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.8% |
| 6M | -1.9% | +25.6% | -27.5% | -2.4% |
| YTD | -0.8% | +23.7% | -24.5% | -1.3% |
| 1Y | +2.7% | +37.6% | -34.9% | +1.9% |
| 3Y | +8.6% | -6.6% | +15.2% | +8.2% |
| 5Y | +2.0% | -42.2% | +44.3% | +2.1% |
| 10Y | +17.9% | +187.6% | -169.6% | +16.3% |
| All | +73.9% | +436.0% | -362.1% | +72.5% |
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