+66.5%
ALLY vs NVMI
+212.4%
-145.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.7% | -3.6% |
| 7D | +1.0% | +11.7% | -10.7% | -1.2% |
| 30D | -3.3% | -4.0% | +0.8% | -2.7% |
| 3M | +0.5% | -25.8% | +26.2% | +5.2% |
| 6M | +12.6% | -8.3% | +20.9% | +11.6% |
| YTD | -4.7% | +14.8% | -19.5% | -10.8% |
| 1Y | +5.2% | +37.9% | -32.6% | -6.2% |
| 3Y | +66.5% | +216.3% | -149.8% | +10.1% |
| All | +66.5% | +212.4% | -145.9% | +10.1% |
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