+284.2%
NEE vs TECH
+187.9%
+96.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +8.6% | +0.5% | +8.1% | +8.5% |
| 3M | -0.3% | +1.1% | -1.4% | -0.5% |
| 6M | -8.9% | +62.8% | -71.8% | -17.4% |
| YTD | +8.3% | +24.5% | -16.1% | +2.1% |
| 1Y | +4.3% | +20.6% | -16.4% | -1.2% |
| 3Y | +70.7% | +29.5% | +41.3% | +52.4% |
| 5Y | +12.8% | -40.9% | +53.7% | +20.0% |
| All | +284.2% | +187.9% | +96.3% | +203.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling