+780.5%
ADI vs NVMI
+1,976.9%
-1,196.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | +2.6% | +6.9% | -4.3% | +1.4% |
| 30D | -4.6% | -2.8% | -1.8% | -4.2% |
| 3M | -9.5% | -27.3% | +17.8% | -4.5% |
| 6M | +14.8% | -13.7% | +28.5% | +17.3% |
| YTD | +35.8% | +13.8% | +22.0% | +31.9% |
| 1Y | +48.9% | +34.9% | +14.1% | +40.1% |
| 3Y | +115.6% | +213.5% | -98.0% | +74.0% |
| 5Y | +135.1% | +272.5% | -137.4% | +84.2% |
| 10Y | +636.4% | +3,142.4% | -2,506.0% | +338.4% |
| All | +780.5% | +1,976.9% | -1,196.5% | +291.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling