+477.7%
ASX vs NVMI
+265.1%
+212.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.7% | +5.3% |
| 7D | +6.3% | +11.7% | -5.4% | -0.1% |
| 30D | +6.4% | -4.0% | +10.5% | +8.7% |
| 3M | +13.1% | -25.8% | +38.9% | +33.4% |
| 6M | +90.3% | -8.3% | +98.6% | +100.5% |
| YTD | +149.6% | +14.8% | +134.8% | +132.3% |
| 1Y | +249.2% | +37.9% | +211.3% | +193.7% |
| 3Y | +445.9% | +216.3% | +229.6% | +157.5% |
| 5Y | +477.7% | +277.2% | +200.5% | +123.8% |
| All | +477.7% | +265.1% | +212.6% | +123.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling