+180.5%
NXT vs TECH
-4.9%
+185.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +2.9% | +0.2% | +2.7% | +2.8% |
| 30D | -17.2% | +0.1% | -17.4% | -17.3% |
| 3M | -32.0% | +37.5% | -69.5% | -35.6% |
| 6M | -15.8% | +34.6% | -50.3% | -20.8% |
| YTD | -1.9% | +23.5% | -25.4% | -6.6% |
| 1Y | +22.5% | +34.4% | -11.9% | +13.3% |
| 3Y | +100.5% | +2.3% | +98.3% | +87.9% |
| All | +180.5% | -4.9% | +185.4% | +158.4% |
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