-51.9%
NVO vs TECH
+1.2%
-53.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -7.4% | -0.5% | -6.9% | -7.2% |
| 30D | -5.5% | 0.0% | -5.5% | -5.5% |
| 3M | +4.1% | +37.4% | -33.3% | -5.1% |
| 6M | +19.3% | +36.9% | -17.5% | +7.3% |
| YTD | -9.2% | +23.1% | -32.3% | -16.0% |
| 1Y | -15.0% | +42.2% | -57.3% | -25.0% |
| All | -51.9% | +1.2% | -53.1% | -51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling