+29.5%
A vs NVMI
+203.1%
-173.6%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.8% |
| 7D | -4.6% | +3.8% | -8.4% | -5.2% |
| 30D | -4.3% | -7.6% | +3.3% | -3.2% |
| 3M | +8.9% | -28.0% | +36.9% | +13.8% |
| 6M | +24.5% | -15.3% | +39.8% | +24.9% |
| YTD | +5.8% | +11.5% | -5.6% | -0.2% |
| 1Y | +16.2% | +31.6% | -15.4% | +5.3% |
| All | +29.5% | +203.1% | -173.6% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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