+15.2%
NEE vs TECH
-41.3%
+56.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | +9.5% | +0.3% | +9.2% | +9.5% |
| 3M | +1.0% | +1.0% | 0.0% | +0.9% |
| 6M | -8.0% | +54.0% | -62.0% | -14.4% |
| YTD | +9.4% | +24.3% | -14.9% | +4.3% |
| 1Y | +3.1% | +23.7% | -20.6% | -1.8% |
| 3Y | +70.5% | +28.5% | +42.0% | +53.0% |
| 5Y | +15.2% | -41.2% | +56.4% | +24.9% |
| All | +15.2% | -41.3% | +56.5% | +24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling