+27.0%
ALL vs NVMI
+53.9%
-26.9%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.5% | -6.8% | -0.5% |
| 7D | 0.0% | +6.6% | -6.6% | +1.1% |
| 30D | -1.5% | -7.5% | +6.0% | -2.4% |
| 3M | +23.6% | -28.5% | +52.1% | +19.4% |
| 6M | +22.3% | -15.7% | +38.1% | +20.5% |
| YTD | +26.5% | +13.3% | +13.2% | +28.2% |
| 1Y | +27.0% | +48.3% | -21.3% | +27.7% |
| All | +27.0% | +53.9% | -26.9% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling