-88.4%
ADVB vs NVMI
+69.9%
-158.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -5.3% |
| 7D | -13.0% | +6.9% | -19.9% | -13.3% |
| 30D | +7.5% | -2.8% | +10.3% | +7.6% |
| 3M | +129.1% | -27.3% | +156.4% | +135.0% |
| 6M | +71.7% | -13.7% | +85.4% | +70.4% |
| YTD | +45.5% | +13.8% | +31.7% | +32.6% |
| 1Y | -2.7% | +34.9% | -37.6% | -17.9% |
| All | -88.4% | +69.9% | -158.2% | -91.6% |
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 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