+74.6%
BA vs NVMI
+3,062.9%
-2,988.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.8% |
| 7D | -1.2% | +6.9% | -8.1% | -3.2% |
| 30D | -11.3% | -2.8% | -8.5% | -10.8% |
| 3M | -3.8% | -27.3% | +23.6% | +4.0% |
| 6M | -8.3% | -13.7% | +5.4% | -7.6% |
| YTD | -4.9% | +13.8% | -18.8% | -13.6% |
| 1Y | -10.1% | +34.9% | -44.9% | -23.7% |
| 3Y | -2.3% | +213.5% | -215.8% | -44.7% |
| 5Y | -3.5% | +272.5% | -276.0% | -51.2% |
| 10Y | +74.6% | +3,142.4% | -3,067.9% | -50.6% |
| All | +74.6% | +3,062.9% | -2,988.3% | -50.6% |
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