+154.4%
ALHC vs NVMI
+212.3%
-57.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.6% |
| 7D | -1.0% | +11.7% | -12.6% | -0.9% |
| 30D | -6.3% | -4.0% | -2.3% | -6.3% |
| 3M | -12.3% | -25.8% | +13.4% | -12.6% |
| 6M | -27.0% | -8.3% | -18.7% | -27.2% |
| YTD | -31.8% | +14.8% | -46.7% | -31.5% |
| 1Y | -17.0% | +37.9% | -54.9% | -15.7% |
| All | +154.4% | +212.3% | -57.8% | +182.6% |
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 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