+103.3%
NU vs TECH
+1.4%
+101.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +8.2% | +0.3% | +7.9% | +8.2% |
| 3M | +26.3% | +32.9% | -6.7% | +19.0% |
| 6M | +2.2% | +32.1% | -29.8% | -4.3% |
| YTD | -10.4% | +23.4% | -33.8% | -15.4% |
| 1Y | -3.0% | +34.1% | -37.0% | -10.3% |
| All | +103.3% | +1.4% | +101.8% | +105.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling