+751.2%
NVT vs TECH
+95.2%
+656.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.2% |
| 7D | +10.4% | +0.2% | +10.2% | +10.3% |
| 30D | -1.3% | +0.1% | -1.4% | -1.3% |
| 3M | -0.6% | +37.5% | -38.1% | -11.3% |
| 6M | +53.8% | +34.6% | +19.2% | +35.4% |
| YTD | +60.2% | +23.5% | +36.7% | +44.7% |
| 1Y | +76.8% | +34.4% | +42.4% | +53.6% |
| 3Y | +191.2% | +2.3% | +189.0% | +167.9% |
| 5Y | +430.9% | -41.7% | +472.7% | +497.1% |
| All | +751.2% | +95.2% | +656.0% | +353.1% |
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