+20.5%
ACWI vs NVMI
+38.3%
-17.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | 0.0% | +6.9% | -6.9% | -1.1% |
| 30D | -0.6% | -2.8% | +2.3% | -0.3% |
| 3M | +4.3% | -27.3% | +31.6% | +8.8% |
| 6M | +12.7% | -13.7% | +26.4% | +13.3% |
| YTD | +13.9% | +13.8% | +0.1% | +8.7% |
| 1Y | +20.5% | +34.9% | -14.3% | +11.6% |
| All | +20.5% | +38.3% | -17.7% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling