+1,272.2%
MUU vs TECH
+0.5%
+1,271.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.3% |
| 7D | +24.7% | +0.1% | +24.5% | +24.5% |
| 30D | -35.1% | +0.5% | -35.7% | -35.4% |
| 3M | -44.3% | +1.1% | -45.4% | -44.7% |
| 6M | -44.4% | +62.8% | -107.3% | -60.2% |
| YTD | +244.9% | +24.5% | +220.5% | +173.0% |
| 1Y | +365.6% | +20.6% | +345.0% | +279.0% |
| All | +1,272.2% | +0.5% | +1,271.8% | +1,072.7% |
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