-29.9%
BABA vs NVMI
+265.1%
-295.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.9% |
| 7D | -0.2% | +11.7% | -11.9% | -3.1% |
| 30D | -12.3% | -4.0% | -8.2% | -11.7% |
| 3M | -5.3% | -25.8% | +20.5% | +0.5% |
| 6M | -13.1% | -8.3% | -4.8% | -14.1% |
| YTD | -22.4% | +14.8% | -37.3% | -28.6% |
| 1Y | -19.5% | +37.9% | -57.3% | -30.2% |
| 3Y | +32.9% | +216.3% | -183.3% | -25.7% |
| 5Y | -29.9% | +277.2% | -307.1% | -63.2% |
| All | -29.9% | +265.1% | -295.0% | -63.2% |
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