-97.1%
ADVB vs NVMI
+48.0%
-145.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.3% | +5.2% | +3.2% |
| 7D | -4.1% | +7.6% | -11.7% | -4.9% |
| 30D | -60.3% | -7.7% | -52.5% | -60.1% |
| 3M | -73.3% | -15.4% | -58.0% | -73.1% |
| 6M | -65.9% | -37.5% | -28.4% | -64.9% |
| YTD | -63.9% | -0.8% | -63.1% | -66.9% |
| 1Y | -74.1% | +2.4% | -76.5% | -76.6% |
| All | -97.1% | +48.0% | -145.1% | -97.9% |
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