-8.0%
BA vs NVMI
+53.9%
-61.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.5% | -4.7% | +0.1% |
| 7D | +1.2% | +6.6% | -5.4% | +0.3% |
| 30D | -11.6% | -7.5% | -4.1% | -10.9% |
| 3M | -2.4% | -28.5% | +26.1% | +0.8% |
| 6M | -6.6% | -15.7% | +9.1% | -6.6% |
| YTD | -2.2% | +13.3% | -15.6% | -8.3% |
| 1Y | -8.0% | +48.3% | -56.3% | -12.5% |
| All | -8.0% | +53.9% | -61.9% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling