+91.5%
BAM vs NVMI
+204.4%
-112.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.9% |
| 7D | +5.0% | +7.6% | -2.6% | +3.4% |
| 30D | +16.6% | -7.7% | +24.3% | +18.0% |
| 3M | +2.2% | -15.4% | +17.6% | +4.8% |
| 6M | +9.7% | -37.5% | +47.2% | +17.4% |
| YTD | +5.2% | -0.8% | +6.1% | +0.5% |
| 1Y | +3.9% | +2.4% | +1.5% | -1.7% |
| 3Y | +91.5% | +191.5% | -99.9% | +12.1% |
| All | +91.5% | +204.4% | -112.8% | +12.1% |
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 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