-87.7%
ADVB vs NVMI
+71.3%
-159.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -3.9% |
| 7D | -14.0% | +11.7% | -25.7% | -14.5% |
| 30D | +41.0% | -4.0% | +45.0% | +41.2% |
| 3M | +127.9% | -25.8% | +153.7% | +133.4% |
| 6M | +101.3% | -8.3% | +109.7% | +97.9% |
| YTD | +53.8% | +14.8% | +38.9% | +40.0% |
| 1Y | +4.4% | +37.9% | -33.4% | -12.3% |
| All | -87.7% | +71.3% | -159.0% | -91.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling