-21.9%
BA vs NVMI
+156.9%
-178.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.4% | -7.0% | -2.1% |
| 7D | -1.7% | +9.6% | -11.3% | -4.0% |
| 30D | -9.5% | -5.6% | -3.9% | -8.6% |
| 3M | -26.5% | -15.2% | -11.3% | -24.3% |
| 6M | -27.4% | -36.1% | +8.7% | -21.5% |
| YTD | -20.6% | +1.5% | -22.1% | -25.5% |
| 1Y | -11.4% | +8.3% | -19.8% | -18.7% |
| 3Y | -10.8% | +212.6% | -223.4% | -49.1% |
| 5Y | -21.9% | +158.4% | -180.4% | -56.2% |
| All | -21.9% | +156.9% | -178.9% | -56.2% |
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 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