+244.8%
NEE vs TECH
+189.9%
+54.9%
-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% | -0.2% | -0.2% |
| 7D | -1.3% | -0.4% | -0.9% | -1.3% |
| 30D | -3.3% | 0.0% | -3.3% | -3.3% |
| 3M | -2.3% | +33.7% | -35.9% | -7.7% |
| 6M | -8.9% | +34.9% | -43.8% | -15.2% |
| YTD | +4.8% | +23.2% | -18.4% | -1.0% |
| 1Y | +18.7% | +36.3% | -17.6% | +9.2% |
| 3Y | +33.2% | +2.3% | +31.0% | +26.3% |
| 5Y | +10.9% | -42.9% | +53.7% | +18.4% |
| All | +244.8% | +189.9% | +54.9% | +181.8% |
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 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