+445.9%
ASX vs NVMI
+212.4%
+233.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.7% | +5.4% |
| 7D | +6.3% | +11.7% | -5.4% | +0.3% |
| 30D | +6.4% | -4.0% | +10.5% | +8.6% |
| 3M | +13.1% | -25.8% | +38.9% | +31.9% |
| 6M | +90.3% | -8.3% | +98.6% | +101.6% |
| YTD | +149.6% | +14.8% | +134.8% | +138.1% |
| 1Y | +249.2% | +37.9% | +211.3% | +206.4% |
| 3Y | +445.9% | +216.3% | +229.6% | +216.3% |
| All | +445.9% | +212.4% | +233.5% | +216.3% |
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