-45.5%
MUZ vs TECH
+36.4%
-82.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +0.1% | -12.8% | -12.7% |
| 7D | +14.0% | +0.2% | +13.8% | +14.5% |
| 30D | +57.6% | +0.5% | +57.1% | +59.0% |
| 3M | -3.1% | +0.9% | -3.9% | -1.6% |
| All | -45.5% | +36.4% | -82.0% | +2.0% |
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