-16.7%
ALC vs NVMI
+274.3%
-291.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -5.3% | +6.9% | -12.2% | -6.2% |
| 30D | -7.1% | -2.8% | -4.2% | -6.9% |
| 3M | +0.8% | -27.3% | +28.1% | +4.2% |
| 6M | -16.0% | -13.7% | -2.3% | -16.3% |
| YTD | -12.7% | +13.8% | -26.6% | -17.6% |
| 1Y | -12.8% | +34.9% | -47.7% | -20.7% |
| 3Y | -15.8% | +213.5% | -229.4% | -40.6% |
| 5Y | -16.7% | +272.5% | -289.1% | -45.5% |
| All | -16.7% | +274.3% | -291.0% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling