-28.6%
BAH vs NVMI
+203.1%
-231.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.1% | +6.9% | +4.8% |
| 7D | +2.4% | +3.8% | -1.3% | +2.4% |
| 30D | -2.9% | -7.6% | +4.6% | -2.9% |
| 3M | -1.3% | -28.0% | +26.7% | -1.2% |
| 6M | -0.9% | -15.3% | +14.4% | -1.8% |
| YTD | -8.2% | +11.5% | -19.7% | -10.8% |
| 1Y | -24.0% | +31.6% | -55.6% | -27.0% |
| All | -28.6% | +203.1% | -231.7% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling