+111.7%
NI vs TECH
-41.0%
+152.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | +4.3% | +0.1% | +4.2% | +4.3% |
| 30D | +12.4% | +0.5% | +11.8% | +12.3% |
| 3M | +10.2% | +1.1% | +9.1% | +10.1% |
| 6M | -0.8% | +62.8% | -63.6% | -5.9% |
| YTD | +13.2% | +24.5% | -11.2% | +9.8% |
| 1Y | +10.1% | +20.6% | -10.6% | +7.1% |
| 3Y | +103.1% | +29.5% | +73.6% | +91.2% |
| All | +111.7% | -41.0% | +152.6% | +113.2% |
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