+2,490.2%
NVDL vs TECH
-15.5%
+2,505.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -10.3% | -0.4% | -9.9% | -10.2% |
| 30D | -7.1% | 0.0% | -7.1% | -7.1% |
| 3M | +6.6% | +33.7% | -27.1% | -2.8% |
| 6M | +21.1% | +34.9% | -13.8% | +7.8% |
| YTD | +15.2% | +23.2% | -7.9% | +4.8% |
| 1Y | +18.8% | +36.3% | -17.5% | +2.5% |
| 3Y | +649.9% | +2.3% | +647.6% | +592.6% |
| All | +2,490.2% | -15.5% | +2,505.7% | +2,585.7% |
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