-26.4%
NOW vs TECH
-40.1%
+13.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -3.0% | +0.2% | -3.2% | -3.1% |
| 30D | -26.0% | +0.3% | -26.4% | -26.1% |
| 3M | -13.1% | +1.3% | -14.4% | -13.5% |
| 6M | +14.5% | +54.0% | -39.5% | -5.7% |
| YTD | -33.4% | +24.3% | -57.7% | -40.8% |
| 1Y | -40.6% | +25.8% | -66.4% | -47.7% |
| 3Y | -16.3% | +26.0% | -42.3% | -34.8% |
| All | -26.4% | -40.1% | +13.8% | +7.5% |
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