+2,683.6%
MUU vs TECH
-0.4%
+2,684.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.6% |
| 7D | +15.0% | -0.1% | +15.1% | +15.1% |
| 30D | +36.8% | +0.3% | +36.5% | +36.5% |
| 3M | -8.5% | +32.9% | -41.4% | -24.8% |
| 6M | +320.7% | +32.1% | +288.7% | +226.8% |
| YTD | +599.7% | +23.4% | +576.3% | +457.0% |
| 1Y | +2,569.2% | +34.1% | +2,535.1% | +1,816.7% |
| All | +2,683.6% | -0.4% | +2,684.0% | +2,292.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling