+41.5%
NU vs TECH
-38.8%
+80.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -4.9% | -0.4% | -4.5% | -4.7% |
| 30D | +7.8% | 0.0% | +7.9% | +7.9% |
| 3M | +20.9% | +33.7% | -12.7% | +7.4% |
| 6M | +0.9% | +34.9% | -34.0% | -12.3% |
| YTD | -12.7% | +23.2% | -35.8% | -21.9% |
| 1Y | -6.4% | +36.3% | -42.7% | -20.8% |
| 3Y | +98.1% | +2.3% | +95.8% | +77.7% |
| All | +41.5% | -38.8% | +80.3% | +71.4% |
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