+4,177.9%
PNR vs TECH
+101,682.4%
-97,504.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | +0.3% | +0.1% | +0.1% | +0.2% |
| 30D | +31.7% | +0.5% | +31.2% | +31.6% |
| 3M | +2.6% | +1.1% | +1.5% | +2.4% |
| 6M | -6.4% | +62.8% | -69.2% | -14.5% |
| YTD | -33.4% | +24.5% | -57.9% | -36.8% |
| 1Y | -35.1% | +20.6% | -55.7% | -38.0% |
| 3Y | +17.1% | +29.5% | -12.4% | +8.8% |
| 5Y | -3.5% | -40.9% | +37.4% | +1.1% |
| 10Y | +100.2% | +189.5% | -89.3% | +63.2% |
| All | +4,177.9% | +101,682.4% | -97,504.4% | +2,578.4% |
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 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