+18.8%
NVDL vs TECH
+42.2%
-23.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -10.3% | -0.4% | -9.9% | -10.3% |
| 30D | -7.1% | 0.0% | -7.1% | -7.1% |
| 3M | +6.6% | +33.7% | -27.1% | +6.0% |
| 6M | +21.1% | +34.9% | -13.8% | +19.9% |
| YTD | +15.2% | +23.2% | -7.9% | +13.2% |
| 1Y | +18.8% | +36.3% | -17.5% | +8.4% |
| All | +18.8% | +42.2% | -23.4% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling