+62.8%
PNR vs TECH
+189.9%
-127.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -6.0% | -0.4% | -5.6% | -5.9% |
| 30D | -14.0% | 0.0% | -13.9% | -14.0% |
| 3M | -21.7% | +33.7% | -55.3% | -29.5% |
| 6M | -37.3% | +34.9% | -72.2% | -44.7% |
| YTD | -45.1% | +23.2% | -68.3% | -50.2% |
| 1Y | -49.1% | +36.3% | -85.4% | -55.8% |
| 3Y | -14.8% | +2.3% | -17.1% | -21.4% |
| 5Y | -21.0% | -42.9% | +21.9% | -12.2% |
| All | +62.8% | +189.9% | -127.1% | -8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling