+36.3%
TECH vs NVDX
+9.6%
+26.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -0.4% | -10.2% | +9.8% | -0.4% |
| 30D | 0.0% | -7.3% | +7.3% | 0.0% |
| 3M | +33.7% | +5.5% | +28.1% | +33.8% |
| 6M | +34.9% | +18.3% | +16.6% | +34.6% |
| YTD | +23.2% | +11.4% | +11.7% | +22.8% |
| 1Y | +36.3% | +12.7% | +23.6% | +31.2% |
| All | +36.3% | +9.6% | +26.7% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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