-42.8%
NVTS vs TECH
-41.3%
-1.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +7.9% | +0.1% | +7.8% | +7.9% |
| 30D | +0.8% | +0.3% | +0.5% | +0.6% |
| 3M | -26.0% | +1.0% | -27.0% | -26.4% |
| 6M | -55.5% | +54.0% | -109.5% | -68.8% |
| YTD | +41.0% | +24.3% | +16.7% | +10.2% |
| 1Y | +10.4% | +23.7% | -13.3% | -14.0% |
| 3Y | +60.9% | +28.5% | +32.4% | +9.4% |
| 5Y | -42.8% | -41.2% | -1.6% | -25.8% |
| All | -42.8% | -41.3% | -1.5% | -25.8% |
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