+1,269.4%
NVS vs TECH
+5,756.3%
-4,486.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | +3.6% | +0.7% | +2.9% | +3.5% |
| 3M | +7.8% | +36.3% | -28.5% | +2.9% |
| 6M | -0.2% | +25.6% | -25.7% | -4.3% |
| YTD | +19.6% | +23.7% | -4.1% | +14.7% |
| 1Y | +28.4% | +37.6% | -9.3% | +21.0% |
| 3Y | +76.2% | -6.6% | +82.8% | +72.1% |
| 5Y | +111.1% | -42.2% | +153.3% | +117.3% |
| 10Y | +224.3% | +187.6% | +36.7% | +162.8% |
| All | +1,269.4% | +5,756.3% | -4,486.9% | +598.0% |
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 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