+91.3%
NVTS vs TECH
+42.2%
+49.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.3% |
| 7D | -1.4% | -0.4% | -1.0% | -1.4% |
| 30D | -16.5% | 0.0% | -16.5% | -16.5% |
| 3M | -47.6% | +33.7% | -81.3% | -51.3% |
| 6M | +7.3% | +34.9% | -27.6% | -1.8% |
| YTD | +62.9% | +23.2% | +39.7% | +52.3% |
| 1Y | +91.3% | +36.3% | +55.0% | +76.0% |
| All | +91.3% | +42.2% | +49.1% | +76.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling