-10.9%
BAM vs NVMI
+53.9%
-64.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.5% | -4.9% | -0.2% |
| 7D | -2.0% | +6.6% | -8.6% | -2.9% |
| 30D | -2.9% | -7.5% | +4.6% | -2.0% |
| 3M | +9.4% | -28.5% | +37.9% | +13.6% |
| 6M | +10.8% | -15.7% | +26.5% | +10.3% |
| YTD | -0.4% | +13.3% | -13.8% | -8.2% |
| 1Y | -10.9% | +48.3% | -59.1% | -19.2% |
| All | -10.9% | +53.9% | -64.7% | -19.2% |
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 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