+2,234.3%
ALM vs NVMI
+209.6%
+2,024.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.9% |
| 7D | +3.6% | +6.9% | -3.3% | +1.6% |
| 30D | +33.8% | -2.8% | +36.6% | +34.9% |
| 3M | +14.8% | -27.3% | +42.1% | +24.8% |
| 6M | -7.0% | -13.7% | +6.7% | -2.2% |
| YTD | +108.1% | +13.8% | +94.2% | +109.2% |
| 1Y | +313.8% | +34.9% | +278.9% | +303.7% |
| All | +2,234.3% | +209.6% | +2,024.7% | +2,291.5% |
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