+1,008.4%
ASX vs NVMI
+2,574.6%
-1,566.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.2% | -2.1% |
| 7D | +22.1% | +16.9% | +5.2% | +12.6% |
| 30D | -23.8% | -4.3% | -19.5% | -21.1% |
| 3M | -7.6% | -19.3% | +11.7% | +3.9% |
| 6M | +6.9% | -33.6% | +40.5% | +32.9% |
| YTD | +127.7% | -0.2% | +127.9% | +131.4% |
| 1Y | +144.5% | +5.1% | +139.5% | +141.9% |
| 3Y | +377.8% | +193.2% | +184.6% | +166.6% |
| 5Y | +498.2% | +148.6% | +349.6% | +249.0% |
| All | +1,008.4% | +2,574.6% | -1,566.2% | +208.2% |
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