+51.9%
BAM vs NVMI
+212.3%
-160.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.8% | -3.7% |
| 7D | -1.6% | +11.7% | -13.3% | -3.8% |
| 30D | -6.0% | -4.0% | -1.9% | -5.4% |
| 3M | +7.3% | -25.8% | +33.1% | +12.4% |
| 6M | +8.2% | -8.3% | +16.5% | +7.0% |
| YTD | -3.8% | +14.8% | -18.7% | -10.4% |
| 1Y | -10.7% | +37.9% | -48.6% | -20.7% |
| All | +51.9% | +212.3% | -160.4% | -7.0% |
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