+14,059.5%
NUE vs TECH
+100,886.2%
-86,826.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | +1.8% | +0.2% | +1.6% | +1.7% |
| 30D | -6.0% | +0.1% | -6.1% | -6.0% |
| 3M | +1.4% | +37.5% | -36.1% | -4.8% |
| 6M | +52.8% | +34.6% | +18.3% | +42.7% |
| YTD | +58.1% | +23.5% | +34.6% | +49.7% |
| 1Y | +80.4% | +34.4% | +46.0% | +67.4% |
| 3Y | +62.3% | +2.3% | +60.0% | +55.6% |
| 5Y | +146.2% | -41.7% | +187.9% | +158.7% |
| 10Y | +549.5% | +177.6% | +371.9% | +416.4% |
| All | +14,059.5% | +100,886.2% | -86,826.7% | +6,291.0% |
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