+138.3%
ADI vs NVMI
+261.9%
-123.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +4.2% |
| 7D | +4.6% | -0.1% | +4.6% | +4.6% |
| 30D | -1.2% | -8.4% | +7.2% | +2.4% |
| 3M | -7.8% | -33.6% | +25.7% | +8.7% |
| 6M | +19.3% | -14.7% | +34.0% | +24.9% |
| YTD | +40.9% | +13.2% | +27.7% | +28.7% |
| 1Y | +54.5% | +29.0% | +25.5% | +31.7% |
| 3Y | +123.4% | +215.0% | -91.6% | +13.1% |
| All | +138.3% | +261.9% | -123.6% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling