-16.3%
NOW vs TECH
+25.9%
-42.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -3.0% | +0.2% | -3.2% | -3.0% |
| 30D | -26.0% | +0.3% | -26.4% | -26.1% |
| 3M | -13.1% | +1.3% | -14.4% | -13.4% |
| 6M | +14.5% | +54.0% | -39.5% | +1.9% |
| YTD | -33.4% | +24.3% | -57.7% | -37.7% |
| 1Y | -40.6% | +25.8% | -66.4% | -44.7% |
| 3Y | -16.3% | +26.0% | -42.3% | -24.1% |
| All | -16.3% | +25.9% | -42.2% | -24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling