+449.3%
NVDA vs TECH
-41.4%
+490.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.1% | -4.4% | -4.4% |
| 7D | -8.5% | +0.2% | -8.7% | -8.6% |
| 30D | -27.3% | +0.5% | -27.8% | -27.4% |
| 3M | -25.8% | +1.0% | -26.7% | -26.0% |
| 6M | -24.6% | +54.1% | -78.6% | -36.6% |
| YTD | -10.7% | +24.4% | -35.1% | -21.1% |
| 1Y | -14.0% | +19.3% | -33.3% | -22.9% |
| 3Y | +244.9% | +28.5% | +216.3% | +155.5% |
| 5Y | +449.3% | -41.0% | +490.2% | +650.2% |
| All | +449.3% | -41.4% | +490.7% | +650.2% |
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