+3,433.5%
ASX vs NVMI
+3,176.4%
+257.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.2% | -3.4% |
| 7D | +22.1% | +16.9% | +5.2% | +18.9% |
| 30D | -23.8% | -4.3% | -19.5% | -22.8% |
| 3M | -7.6% | -19.3% | +11.7% | -3.6% |
| 6M | +6.9% | -33.6% | +40.5% | +15.8% |
| YTD | +127.7% | -0.2% | +127.9% | +131.4% |
| 1Y | +144.5% | +5.1% | +139.5% | +146.5% |
| 3Y | +377.8% | +193.2% | +184.6% | +311.3% |
| 5Y | +498.2% | +148.6% | +349.6% | +425.4% |
| 10Y | +962.7% | +2,542.3% | -1,579.5% | +628.9% |
| All | +3,433.5% | +3,176.4% | +257.1% | +1,675.3% |
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 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