+6.4%
BAH vs NVMI
-11.6%
+18.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.2% |
| 7D | +5.8% | -11.8% | +17.5% | +4.3% |
| 30D | +28.7% | -24.8% | +53.5% | +25.0% |
| 3M | +20.9% | -28.6% | +49.5% | +17.4% |
| 6M | +15.2% | -40.0% | +55.2% | +10.2% |
| YTD | +7.1% | -10.1% | +17.1% | -4.0% |
| 1Y | +6.4% | -9.8% | +16.1% | -4.5% |
| All | +6.4% | -11.6% | +18.0% | -4.5% |
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