+3,553.7%
PNR vs TECH
+100,886.2%
-97,332.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.5% | -2.6% |
| 7D | -3.0% | +0.2% | -3.2% | -3.1% |
| 30D | -14.9% | +0.1% | -15.0% | -14.9% |
| 3M | -19.0% | +37.5% | -56.5% | -23.7% |
| 6M | -35.9% | +34.6% | -70.5% | -39.9% |
| YTD | -43.1% | +23.5% | -66.6% | -45.9% |
| 1Y | -46.4% | +34.4% | -80.8% | -49.9% |
| 3Y | -10.8% | +2.3% | -13.1% | -13.9% |
| 5Y | -18.9% | -41.7% | +22.9% | -14.8% |
| 10Y | +64.4% | +177.6% | -113.2% | +34.8% |
| All | +3,553.7% | +100,886.2% | -97,332.5% | +2,190.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling