-27.2%
NOW vs TECH
-41.4%
+14.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | -27.4% | +0.5% | -27.9% | -27.5% |
| 3M | -19.4% | +1.0% | -20.4% | -19.7% |
| 6M | +13.1% | +54.1% | -41.0% | -6.9% |
| YTD | -34.3% | +24.4% | -58.7% | -41.5% |
| 1Y | -41.8% | +19.3% | -61.1% | -47.4% |
| 3Y | -20.7% | +28.5% | -49.2% | -39.0% |
| 5Y | -27.2% | -41.0% | +13.7% | +5.7% |
| All | -27.2% | -41.4% | +14.2% | +5.7% |
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