-96.8%
ADVB vs NVMI
+54.8%
-151.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +4.6% | +5.4% | +9.4% |
| 7D | +10.5% | +15.3% | -4.9% | +8.8% |
| 30D | -56.0% | +0.1% | -56.1% | -56.1% |
| 3M | -70.1% | -14.0% | -56.2% | -70.0% |
| 6M | -53.7% | -35.2% | -18.4% | -52.4% |
| YTD | -60.3% | +3.7% | -64.0% | -63.7% |
| 1Y | -73.1% | +10.3% | -83.4% | -76.0% |
| All | -96.8% | +54.8% | -151.6% | -97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling