-3.1%
NVO vs TECH
-43.3%
+40.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.2% |
| 7D | -7.6% | -0.4% | -7.1% | -7.5% |
| 30D | -6.0% | 0.0% | -5.9% | -6.0% |
| 3M | -0.8% | +33.7% | -34.4% | -9.3% |
| 6M | +16.5% | +34.9% | -18.4% | +4.6% |
| YTD | -11.1% | +23.2% | -34.3% | -18.1% |
| 1Y | -16.7% | +36.3% | -53.0% | -25.9% |
| 3Y | -52.9% | +2.3% | -55.2% | -55.8% |
| All | -3.1% | -43.3% | +40.2% | +9.0% |
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