+199.9%
B vs NVMI
+3,108.0%
-2,908.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.2% |
| 7D | -5.0% | +3.8% | -8.8% | -5.6% |
| 30D | +8.7% | -7.6% | +16.3% | +9.8% |
| 3M | +17.3% | -28.0% | +45.3% | +22.1% |
| 6M | -5.0% | -15.3% | +10.3% | -3.5% |
| YTD | +1.4% | +11.5% | -10.0% | -0.4% |
| 1Y | +50.5% | +31.6% | +18.9% | +44.7% |
| 3Y | +194.4% | +207.0% | -12.6% | +148.6% |
| 5Y | +156.7% | +262.8% | -106.2% | +106.9% |
| All | +199.9% | +3,108.0% | -2,908.1% | +66.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling