+29.5%
TECH vs NTR
+47.6%
-18.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | -0.3% | +0.5% | +0.2% |
| 30D | +0.5% | +2.0% | -1.4% | +0.1% |
| 3M | +1.1% | +6.4% | -5.3% | -0.5% |
| 6M | +62.8% | +1.6% | +61.2% | +61.5% |
| YTD | +24.5% | +18.2% | +6.2% | +17.5% |
| 1Y | +20.6% | +23.9% | -3.3% | +12.1% |
| 3Y | +29.5% | +44.7% | -15.2% | +10.1% |
| All | +29.5% | +47.6% | -18.1% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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