-7.8%
NVTS vs TECH
-41.2%
+33.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | -4.5% | +0.7% | -5.2% | -4.8% |
| 3M | -61.5% | +36.3% | -97.9% | -70.1% |
| 6M | +28.0% | +25.6% | +2.4% | +1.1% |
| YTD | +65.3% | +23.7% | +41.6% | +30.1% |
| 1Y | +113.0% | +37.6% | +75.4% | +50.8% |
| 3Y | +34.7% | -6.6% | +41.3% | +25.2% |
| All | -7.8% | -41.2% | +33.4% | +12.5% |
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