-7.1%
NXT vs TECH
+26.8%
-33.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +4.0% | +0.2% | +3.7% | +4.0% |
| 30D | +15.9% | +0.5% | +15.4% | +16.0% |
| 3M | -3.0% | +1.1% | -4.1% | -2.9% |
| 6M | -20.7% | +51.0% | -71.7% | -17.9% |
| YTD | +14.6% | +24.4% | -9.8% | +14.1% |
| 1Y | -7.1% | +27.4% | -34.5% | -7.1% |
| All | -7.1% | +26.8% | -33.8% | -7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling