+5,694.6%
NSC vs TECH
+101,626.4%
-95,931.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.6% | +0.2% | +1.4% | +1.6% |
| 30D | +4.2% | +0.5% | +3.7% | +4.1% |
| 3M | -0.2% | +1.0% | -1.2% | -0.4% |
| 6M | +7.6% | +54.1% | -46.5% | +0.4% |
| YTD | +17.4% | +24.4% | -7.0% | +12.1% |
| 1Y | +18.3% | +19.3% | -1.0% | +13.6% |
| 3Y | +79.8% | +28.5% | +51.3% | +67.9% |
| 5Y | +34.3% | -41.0% | +75.3% | +38.7% |
| 10Y | +303.1% | +189.3% | +113.7% | +233.1% |
| All | +5,694.6% | +101,626.4% | -95,931.8% | +3,259.6% |
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