+911.9%
NVDA vs TECH
-42.1%
+954.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -0.3% | -0.1% | -0.3% | -0.3% |
| 30D | +2.8% | +0.3% | +2.5% | +2.7% |
| 3M | +7.4% | +32.9% | -25.5% | -4.3% |
| 6M | +22.6% | +32.1% | -9.5% | +6.8% |
| YTD | +20.1% | +23.4% | -3.3% | +6.4% |
| 1Y | +31.2% | +34.1% | -2.9% | +9.9% |
| 3Y | +391.7% | +2.2% | +389.5% | +332.6% |
| 5Y | +911.9% | -41.8% | +953.7% | +1,228.1% |
| All | +911.9% | -42.1% | +954.0% | +1,228.1% |
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