+2,771.1%
NOW vs TECH
+339.8%
+2,431.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -3.0% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | +20.5% | +0.7% | +19.8% | +20.1% |
| 3M | +18.3% | +36.3% | -18.0% | -0.7% |
| 6M | +24.1% | +25.6% | -1.5% | +7.3% |
| YTD | -7.8% | +23.7% | -31.5% | -20.4% |
| 1Y | -21.4% | +37.6% | -59.0% | -37.0% |
| 3Y | +19.5% | -6.6% | +26.1% | +9.0% |
| 5Y | +4.1% | -42.2% | +46.3% | +27.0% |
| 10Y | +826.4% | +187.6% | +638.8% | +330.6% |
| All | +2,771.1% | +339.8% | +2,431.3% | +927.1% |
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 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