-3.5%
BA vs NVMI
+274.3%
-277.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.8% |
| 7D | -1.2% | +6.9% | -8.1% | -2.8% |
| 30D | -11.3% | -2.8% | -8.5% | -10.9% |
| 3M | -3.8% | -27.3% | +23.6% | +2.5% |
| 6M | -8.3% | -13.7% | +5.4% | -7.8% |
| YTD | -4.9% | +13.8% | -18.8% | -12.4% |
| 1Y | -10.1% | +34.9% | -44.9% | -21.7% |
| 3Y | -2.3% | +213.5% | -215.8% | -41.6% |
| 5Y | -3.5% | +272.5% | -276.0% | -46.0% |
| All | -3.5% | +274.3% | -277.9% | -46.0% |
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