-20.3%
PNR vs TECH
-43.3%
+23.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -29.3% |
| 6M | -37.3% | +34.9% | -72.2% | -44.5% |
| YTD | -45.1% | +23.2% | -68.3% | -50.1% |
| 1Y | -49.1% | +36.3% | -85.4% | -55.7% |
| 3Y | -14.8% | +2.3% | -17.1% | -21.1% |
| All | -20.3% | -43.3% | +23.0% | -12.3% |
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 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