+21.3%
ALHC vs NVMI
+183.9%
-162.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -1.9% |
| 7D | +0.3% | +1.5% | -1.2% | +0.3% |
| 30D | -10.6% | -4.1% | -6.5% | -10.5% |
| 3M | -45.3% | -22.8% | -22.6% | -45.2% |
| 6M | -59.7% | -36.9% | -22.8% | -59.7% |
| YTD | -62.7% | -3.2% | -59.5% | -62.7% |
| 1Y | -56.1% | +7.1% | -63.2% | -56.0% |
| 3Y | +21.3% | +181.5% | -160.2% | -8.7% |
| All | +21.3% | +183.9% | -162.6% | -8.7% |
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