-14.6%
PNR vs TECH
+1.2%
-15.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.3% |
| 7D | -5.5% | -0.5% | -5.0% | -5.4% |
| 30D | -15.6% | 0.0% | -15.6% | -15.6% |
| 3M | -20.2% | +37.4% | -57.6% | -27.1% |
| 6M | -36.6% | +36.9% | -73.5% | -42.9% |
| YTD | -45.0% | +23.1% | -68.1% | -49.0% |
| 1Y | -47.4% | +42.2% | -89.7% | -53.7% |
| All | -14.6% | +1.2% | -15.8% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling