+309.6%
NSC vs TECH
+208.1%
+101.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | -6.6% | +0.2% | -6.8% | -6.7% |
| 30D | +2.2% | +0.3% | +1.8% | +2.1% |
| 3M | -6.2% | +1.3% | -7.5% | -6.5% |
| 6M | +1.7% | +54.0% | -52.3% | -10.0% |
| YTD | +12.2% | +24.3% | -12.1% | +3.4% |
| 1Y | +15.4% | +25.8% | -10.4% | +5.7% |
| 3Y | +73.3% | +26.0% | +47.4% | +51.3% |
| 5Y | +24.7% | -40.1% | +64.8% | +35.1% |
| All | +309.6% | +208.1% | +101.5% | +120.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling