+49.9%
AR vs NVMI
+209.6%
-159.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -1.2% | +6.9% | -8.1% | -2.0% |
| 30D | +5.5% | -2.8% | +8.4% | +5.7% |
| 3M | +12.9% | -27.3% | +40.2% | +16.4% |
| 6M | +0.1% | -13.7% | +13.7% | -1.4% |
| YTD | +13.5% | +13.8% | -0.3% | +4.3% |
| 1Y | +21.6% | +34.9% | -13.3% | +6.8% |
| All | +49.9% | +209.6% | -159.6% | +12.1% |
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