+45.4%
NU vs TECH
-38.8%
+84.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -4.2% | -0.5% | -3.7% | -4.0% |
| 30D | +10.0% | 0.0% | +10.0% | +10.1% |
| 3M | +29.3% | +37.4% | -8.2% | +13.5% |
| 6M | +0.9% | +36.9% | -35.9% | -12.8% |
| YTD | -10.3% | +23.1% | -33.4% | -19.8% |
| 1Y | -3.2% | +42.2% | -45.4% | -19.7% |
| 3Y | +120.6% | +1.9% | +118.6% | +98.2% |
| All | +45.4% | -38.8% | +84.2% | +76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling