+2,622.7%
NVDL vs TECH
-15.4%
+2,638.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -0.8% | -0.1% | -0.8% | -0.8% |
| 30D | +3.4% | +0.3% | +3.1% | +3.3% |
| 3M | +8.1% | +32.9% | -24.8% | -1.2% |
| 6M | +31.9% | +32.1% | -0.2% | +18.3% |
| YTD | +21.1% | +23.4% | -2.3% | +10.1% |
| 1Y | +34.0% | +34.1% | 0.0% | +16.1% |
| 3Y | +677.9% | +2.2% | +675.8% | +618.8% |
| All | +2,622.7% | -15.4% | +2,638.1% | +2,721.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling