-11.3%
ADVB vs NVMI
+32.0%
-43.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.1% | +6.2% | +3.9% |
| 7D | -5.9% | +3.8% | -9.6% | -5.5% |
| 30D | +13.9% | -7.6% | +21.5% | +13.3% |
| 3M | +127.3% | -28.0% | +155.3% | +124.7% |
| 6M | +77.0% | -15.3% | +92.3% | +79.6% |
| YTD | +51.5% | +11.5% | +40.1% | +49.3% |
| 1Y | -11.3% | +31.6% | -42.9% | -14.6% |
| All | -11.3% | +32.0% | -43.4% | -14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling