+3,743.1%
ASX vs NVMI
+3,618.1%
+125.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.2% |
| 7D | +5.2% | -0.1% | +5.3% | +5.2% |
| 30D | +0.5% | -8.4% | +8.9% | +2.0% |
| 3M | +8.3% | -33.6% | +41.9% | +16.5% |
| 6M | +82.0% | -14.7% | +96.7% | +88.3% |
| YTD | +147.6% | +13.2% | +134.4% | +144.9% |
| 1Y | +258.8% | +29.0% | +229.8% | +247.8% |
| 3Y | +452.1% | +215.0% | +237.1% | +365.6% |
| 5Y | +441.7% | +268.6% | +173.2% | +348.7% |
| 10Y | +946.1% | +3,124.7% | -2,178.6% | +593.7% |
| All | +3,743.1% | +3,618.1% | +125.0% | +1,778.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling