+76.2%
MUB vs TECH
+438.8%
-362.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +3.9% | +0.3% | +3.6% | +3.9% |
| 3M | -0.2% | +1.0% | -1.2% | -0.2% |
| 6M | -0.4% | +54.0% | -54.4% | -1.2% |
| YTD | +0.5% | +24.3% | -23.8% | 0.0% |
| 1Y | +0.7% | +23.7% | -23.0% | +0.1% |
| 3Y | +11.1% | +28.5% | -17.4% | +10.1% |
| 5Y | +3.7% | -41.2% | +45.0% | +3.8% |
| 10Y | +22.9% | +189.2% | -166.2% | +21.3% |
| All | +76.2% | +438.8% | -362.6% | +74.8% |
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 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