-9.4%
NVTS vs TECH
-41.4%
+32.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.3% | -3.3% |
| 7D | +3.5% | -0.1% | +3.5% | +3.5% |
| 30D | -11.9% | +0.3% | -12.2% | -12.1% |
| 3M | -49.2% | +32.9% | -82.2% | -59.8% |
| 6M | +38.4% | +32.1% | +6.4% | +4.7% |
| YTD | +62.5% | +23.4% | +39.1% | +28.1% |
| 1Y | +101.4% | +34.1% | +67.3% | +45.9% |
| 3Y | +40.4% | +2.2% | +38.3% | +19.5% |
| All | -9.4% | -41.4% | +32.0% | +10.8% |
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