+2,002.8%
ALL vs NVMI
+1,995.1%
+7.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.4% |
| 7D | -1.7% | +11.7% | -13.4% | -2.3% |
| 30D | -4.7% | -4.0% | -0.6% | -4.5% |
| 3M | +18.4% | -25.8% | +44.1% | +19.7% |
| 6M | +20.5% | -8.3% | +28.8% | +19.9% |
| YTD | +23.5% | +14.8% | +8.7% | +21.0% |
| 1Y | +29.0% | +37.9% | -8.9% | +24.6% |
| 3Y | +153.7% | +216.3% | -62.6% | +128.3% |
| 5Y | +114.8% | +277.2% | -162.4% | +88.9% |
| 10Y | +356.1% | +3,074.3% | -2,718.2% | +248.7% |
| All | +2,002.8% | +1,995.1% | +7.7% | +1,100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling