+2.3%
TECH vs NTR
+36.8%
-34.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -0.4% | -1.3% | +0.9% | -0.2% |
| 30D | 0.0% | +16.8% | -16.8% | -3.6% |
| 3M | +33.7% | +20.7% | +12.9% | +27.5% |
| 6M | +34.9% | +0.5% | +34.4% | +34.5% |
| YTD | +23.2% | +29.2% | -6.0% | +13.9% |
| 1Y | +36.3% | +39.6% | -3.3% | +22.4% |
| 3Y | +2.3% | +37.9% | -35.6% | -11.0% |
| All | +2.3% | +36.8% | -34.5% | -11.0% |
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