+402.8%
NVT vs TECH
-42.4%
+445.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | +2.0% | -0.5% | +2.5% | +2.2% |
| 30D | -7.2% | 0.0% | -7.2% | -7.2% |
| 3M | -0.9% | +37.4% | -38.3% | -9.8% |
| 6M | +42.6% | +36.9% | +5.7% | +27.8% |
| YTD | +52.9% | +23.1% | +29.8% | +40.9% |
| 1Y | +64.5% | +42.2% | +22.2% | +44.1% |
| 3Y | +178.0% | +1.9% | +176.0% | +161.0% |
| 5Y | +402.8% | -42.9% | +445.7% | +439.8% |
| All | +402.8% | -42.4% | +445.2% | +439.8% |
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