+15.6%
TECH vs NVDX
+815.5%
-800.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | 0.0% |
| 7D | -0.1% | -0.9% | +0.8% | 0.0% |
| 30D | +0.3% | +3.0% | -2.7% | 0.0% |
| 3M | +32.9% | +6.8% | +26.2% | +31.9% |
| 6M | +32.1% | +28.6% | +3.5% | +28.8% |
| YTD | +23.4% | +17.0% | +6.4% | +20.7% |
| 1Y | +34.1% | +27.0% | +7.0% | +29.6% |
| All | +15.6% | +815.5% | -800.0% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling