-48.3%
MUZ vs TECH
+36.2%
-84.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +0.1% | +14.1% | +14.4% |
| 7D | +47.2% | +0.1% | +47.1% | +47.3% |
| 30D | +57.1% | +0.2% | +56.9% | +57.7% |
| 3M | -5.3% | +1.0% | -6.3% | -3.7% |
| All | -48.3% | +36.2% | -84.5% | -3.4% |
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 · Available span rolling