+3.3%
BAM vs NVMI
+2.8%
+0.4%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +0.6% |
| 7D | -2.7% | +1.5% | -4.2% | -2.9% |
| 30D | +15.5% | -4.1% | +19.6% | +15.8% |
| 3M | -6.9% | -22.8% | +15.9% | -4.1% |
| 6M | +9.9% | -36.9% | +46.8% | +14.6% |
| YTD | +1.4% | -3.2% | +4.6% | -6.9% |
| 1Y | +3.3% | +7.1% | -3.8% | -8.1% |
| All | +3.3% | +2.8% | +0.4% | -8.1% |
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