+985.8%
ASX vs NVMI
+2,494.8%
-1,509.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +0.9% | -0.5% |
| 7D | +12.4% | +1.5% | +10.9% | +11.7% |
| 30D | -19.8% | -4.1% | -15.7% | -17.1% |
| 3M | -10.3% | -22.8% | +12.4% | +3.2% |
| 6M | +1.2% | -36.9% | +38.1% | +29.1% |
| YTD | +123.0% | -3.2% | +126.2% | +130.3% |
| 1Y | +145.4% | +7.1% | +138.4% | +141.0% |
| 3Y | +368.6% | +181.5% | +187.1% | +167.0% |
| 5Y | +486.0% | +141.2% | +344.8% | +247.3% |
| All | +985.8% | +2,494.8% | -1,509.0% | +206.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling