+8.2%
ASX vs NVMI
-34.5%
+42.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.6% | +2.0% | +2.7% |
| 7D | +0.8% | +15.3% | -14.5% | -10.0% |
| 30D | -20.4% | +0.1% | -20.5% | -19.5% |
| 3M | -2.1% | -14.0% | +11.8% | +10.6% |
| 6M | +8.2% | -35.2% | +43.5% | +49.0% |
| All | +8.2% | -34.5% | +42.7% | +49.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling