-28.8%
ALHC vs NVMI
+274.3%
-303.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.1% |
| 7D | -4.1% | +6.9% | -11.1% | -4.9% |
| 30D | -5.4% | -2.8% | -2.6% | -5.2% |
| 3M | -32.1% | -27.3% | -4.8% | -30.0% |
| 6M | -28.5% | -13.7% | -14.8% | -28.7% |
| YTD | -34.0% | +13.8% | -47.9% | -37.0% |
| 1Y | -20.9% | +34.9% | -55.8% | -26.6% |
| 3Y | +151.5% | +213.5% | -62.0% | +68.0% |
| 5Y | -28.8% | +272.5% | -301.3% | -51.7% |
| All | -28.8% | +274.3% | -303.2% | -51.7% |
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 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