+48.8%
NU vs TECH
-38.5%
+87.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -2.0% |
| 7D | +7.5% | +0.1% | +7.4% | +7.4% |
| 30D | +6.1% | +0.7% | +5.4% | +5.9% |
| 3M | +26.8% | +36.3% | -9.5% | +11.7% |
| 6M | +2.5% | +25.6% | -23.1% | -8.4% |
| YTD | -8.2% | +23.7% | -31.9% | -18.1% |
| 1Y | +3.4% | +37.6% | -34.3% | -13.1% |
| 3Y | +116.2% | -6.6% | +122.8% | +107.8% |
| All | +48.8% | -38.5% | +87.3% | +79.9% |
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 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