+5,059.0%
NI vs TECH
+101,053.8%
-95,994.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | -3.5% | +0.7% | -4.3% | -3.6% |
| 3M | -9.1% | +36.3% | -45.5% | -11.6% |
| 6M | -11.8% | +25.6% | -37.4% | -14.0% |
| YTD | +1.1% | +23.7% | -22.6% | -1.3% |
| 1Y | +6.7% | +37.6% | -30.9% | +3.0% |
| 3Y | +71.1% | -6.6% | +77.7% | +68.7% |
| 5Y | +94.3% | -42.2% | +136.5% | +97.2% |
| 10Y | +135.8% | +187.6% | -51.8% | +110.3% |
| All | +5,059.0% | +101,053.8% | -95,994.9% | +3,825.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling