+1,682.3%
NOK vs TECH
+13,447.0%
-11,764.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.3% | +6.2% |
| 7D | +7.3% | +0.2% | +7.1% | +7.2% |
| 30D | +13.8% | +0.1% | +13.6% | +13.7% |
| 3M | -27.0% | +37.5% | -64.5% | -33.6% |
| 6M | +37.6% | +34.6% | +3.0% | +23.8% |
| YTD | +64.6% | +23.5% | +41.1% | +51.1% |
| 1Y | +132.0% | +34.4% | +97.6% | +106.8% |
| 3Y | +183.7% | +2.3% | +181.4% | +163.3% |
| 5Y | +101.3% | -41.7% | +143.0% | +114.9% |
| 10Y | +122.4% | +177.6% | -55.2% | +49.2% |
| All | +1,682.3% | +13,447.0% | -11,764.7% | +500.2% |
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 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