+19.4%
NEE vs TECH
+34.5%
-15.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.3% |
| 7D | -1.9% | -0.5% | -1.4% | -1.9% |
| 30D | -3.1% | 0.0% | -3.1% | -3.1% |
| 3M | -2.4% | +37.4% | -39.9% | -2.5% |
| 6M | -8.6% | +36.9% | -45.5% | -9.1% |
| YTD | +4.9% | +23.1% | -18.2% | +4.5% |
| 1Y | +19.4% | +42.2% | -22.9% | +19.4% |
| All | +19.4% | +34.5% | -15.1% | +19.4% |
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 · 6 months rolling