+74.8%
BAM vs NVMI
+333.1%
-258.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.1% |
| YTD | -3.8% | +14.8% | -18.7% | -10.2% |
| 1Y | -10.7% | +37.9% | -48.6% | -20.5% |
| 3Y | +55.3% | +216.3% | -160.9% | +4.4% |
| All | +74.8% | +333.1% | -258.2% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling