+98.0%
NI vs TECH
-42.4%
+140.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -0.6% | -0.5% | -0.1% | -0.5% |
| 30D | -1.4% | 0.0% | -1.4% | -1.4% |
| 3M | -10.6% | +37.4% | -48.0% | -13.6% |
| 6M | -9.9% | +36.9% | -46.8% | -13.4% |
| YTD | +1.2% | +23.1% | -21.9% | -1.8% |
| 1Y | +4.4% | +42.2% | -37.8% | -0.7% |
| 3Y | +68.6% | +1.9% | +66.7% | +64.2% |
| 5Y | +98.0% | -42.9% | +140.9% | +96.6% |
| All | +98.0% | -42.4% | +140.4% | +96.6% |
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