+504.3%
MUU vs TECH
+19.5%
+484.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.1% | -14.1% | -14.0% |
| 7D | -35.9% | +0.1% | -35.9% | -35.9% |
| 30D | -47.1% | +0.2% | -47.3% | -47.2% |
| 3M | -29.8% | +1.0% | -30.8% | -30.1% |
| 6M | +16.0% | +33.3% | -17.2% | +8.4% |
| YTD | +286.1% | +24.2% | +261.9% | +246.2% |
| 1Y | +504.3% | +19.7% | +484.6% | +430.2% |
| All | +504.3% | +19.5% | +484.9% | +430.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling