+158.8%
B vs NVMI
+274.3%
-115.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.2% |
| 7D | +1.0% | +6.9% | -5.9% | 0.0% |
| 30D | +9.5% | -2.8% | +12.3% | +9.8% |
| 3M | +14.3% | -27.3% | +41.7% | +18.9% |
| 6M | -1.9% | -13.7% | +11.8% | -0.5% |
| YTD | +4.1% | +13.8% | -9.8% | +2.5% |
| 1Y | +56.1% | +34.9% | +21.3% | +51.0% |
| 3Y | +202.0% | +213.5% | -11.5% | +165.5% |
| 5Y | +158.8% | +272.5% | -113.7% | +122.3% |
| All | +158.8% | +274.3% | -115.5% | +122.3% |
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 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