+2,163.5%
MUU vs TECH
+34.5%
+2,129.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.1% | -9.2% |
| 7D | +3.6% | -0.5% | +4.1% | +3.8% |
| 30D | +22.3% | 0.0% | +22.3% | +22.3% |
| 3M | -8.2% | +37.4% | -45.7% | -19.0% |
| 6M | +256.3% | +36.9% | +219.5% | +207.2% |
| YTD | +534.4% | +23.1% | +511.3% | +449.2% |
| 1Y | +2,163.5% | +42.2% | +2,121.2% | +1,450.3% |
| All | +2,163.5% | +34.5% | +2,129.0% | +1,450.3% |
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